Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Eugene Logan is a financial advisor with over 15 years of experience in the industry. Currently, Robert is registered with Commonwealth Financial Network, and has been since 2015. Robert has previously been registered with Ameriprise Financial Services, Inc. and UBS Financial Services Inc. Robert has earned the Certified Financial Planner designation and has passed several securities exams including Series 66, Series 7, and the Securities Industry Essentials Exam. Robert has a history of working with a variety of clients, including individuals, corporations, charitable organizations, and pension and profit sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
SC
06/12/2015 - Present
Commonwealth Financial Network (COLUMBIA SC)
SC
10/05/2009 - 06/30/2015
AMERIPRISE FINANCIAL SERVICES, INC. (COLUMBIA SC)
SC
04/28/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (COLUMBIA SC)
SC
07/27/2005 - 05/13/2009
UBS FINANCIAL SERVICES INC. (COLUMBIA SC)
BOTH
Issued 08/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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