Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Cruise is a financial advisor with over 30 years of experience in the industry. He is currently registered with Grove Point Advisors, LLC. Robert has a wide range of experience and licenses, including Series 7, 6, and 66. He is also a registered investment advisor in Nebraska and Texas. Robert is a highly experienced advisor who is dedicated to helping clients achieve their financial goals. Robert's primary focus is on providing retirement planning and portfolio management for individuals and businesses.
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
MD
10/04/2024 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
NE
06/01/2001 - 08/24/2011
ROYAL ALLIANCE ASSOCIATES, INC. (COLUMBUS NE)
OH
11/02/2000 - 06/05/2001
VESTAX SECURITIES CORPORATION (HUDSON OH)
TX
07/29/1997 - 11/01/2000
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
AZ
05/09/1994 - 07/28/1995
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CA
08/10/1993 - 05/09/1994
TRIPLE CHECK FINANCIAL SERVICES, INC. (BURBANK CA)
TX
08/19/1992 - 07/29/1993
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BOTH
Issued 10/26/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/17/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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