Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Jennings is a financial advisor with over 25 years of experience in the financial services industry. He specializes in providing retirement planning and investment advisory services to individuals, businesses, and institutions. Robert is currently affiliated with Onedigital Investment Advisors, a leading provider of retirement planning solutions. He is also registered with the state of Texas as an Investment Advisor Representative. Prior to joining Onedigital, Robert worked at LPL Financial, AMEGY INVESTMENTS, INC., and TRIAD ADVISORS LLC.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
06/02/2024 - Present
Onedigital Investment Advisors (The Woodlands TX)
KS
07/26/2024 - 08/23/2024
TRIAD ADVISORS LLC (Overland Park KS)
TX
11/04/2015 - 08/09/2024
LPL FINANCIAL LLC (THE WOODLANDS TX)
TX
02/10/2004 - 04/29/2016
AMEGY INVESTMENTS, INC. (THE WOODLANDS TX)
LA
05/07/1998 - 12/31/2003
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
IA
Issued 11/18/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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