Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Holman is a financial advisor with AE Wealth Management, LLC located in Tempe, AZ. Robert has been in the financial services industry for over 35 years and has a broad range of experience in investment advice and financial planning. Robert is dedicated to providing personalized financial advice and helping clients achieve their financial goals. Robert holds Series 6, 63, and 65 securities licenses.
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.
A percentage of the total value of assets under management is charged.
1
2
AZ
08/31/2022 - Present
AE Wealth Management, LLC (Tempe AZ)
GA
06/06/1994 - 12/31/1996
WMA SECURITIES, INC. (DULUTH GA)
FL
01/08/1993 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
GA
04/02/1986 - 09/03/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 06/16/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Robert Holman is the right advisor for you? Invested Better is here to help.
