Unclaimed
Robert Eugene Tucker is a financial advisor with Reston Wealth Management. Robert Tucker has been a registered financial advisor since 1987. Robert Eugene Tucker has experience in working with individuals, high-net-worth individuals, pension plans, and charitable organizations. Robert Eugene Tucker has worked for Reston Wealth Management since September 2009. Prior to that, Robert Eugene Tucker was with LPL FINANCIAL LLC. Robert Eugene Tucker is a Certified Financial Planner and a Chartered Financial Consultant. Robert Eugene Tucker offers a variety of financial services including financial planning, portfolio management, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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
VA
10/15/2009 - Present
Reston Wealth Management (RESTON VA)
VA
06/07/1996 - 01/06/2017
LPL FINANCIAL LLC (RESTON VA)
NY
03/15/1996 - 06/20/1996
WINTERGREEN FINANCIAL GROUP, INC. (PORT WASHINGTON NY)
SC
06/23/1995 - 03/26/1996
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NJ
02/13/1987 - 06/28/1995
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 09/26/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/28/1997
Series 24 - General Securities Principal Examination
BC
Issued 04/24/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 04/27/1995
Series 7 - General Securities Representative Examination
BC
Issued 01/09/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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