Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Hornaday is a financial advisor with Valley Wealth Strategies, LLC. Robert has been working in the financial industry for over 30 years. Robert is a Chartered Financial Consultant and holds the Series 6, 7, 22, 24, 63, and 65 securities licenses. Robert has a proven track record of success in helping individuals and families reach their financial goals. Robert offers a range of financial services including financial planning, investment management, and retirement planning. Robert's previous experience includes working with LPL Financial LLC and National Planning Corporation.
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.
A percentage of the total value of assets under management is charged.
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TX
01/01/2025 - Present
Valley Wealth Strategies, LLC (Briarcliff TX)
TX
11/29/2017 - 02/22/2024
LPL FINANCIAL LLC (BRIARCLIFF TX)
TX
10/09/2009 - 11/29/2017
NATIONAL PLANNING CORPORATION (BRIARCLIFF TX)
CA
03/16/2006 - 09/15/2009
INDEPENDENT FINANCIAL GROUP, LLC (SAN CLEMENTE CA)
CA
10/25/2004 - 03/22/2006
WORTHMARK FINANCIAL SERVICES, LLC (SAN CLEMENTE CA)
CA
01/09/2003 - 12/02/2004
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
CT
03/03/2000 - 12/31/2002
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
AZ
12/24/1996 - 03/08/2000
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CT
05/17/1994 - 05/14/1997
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CA
05/02/1990 - 02/01/1996
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
MA
12/17/1983 - 06/07/1990
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
07/11/1983 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
BC
Issued 03/24/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/22/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/08/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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