Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert F. Provance is a financial advisor in Independence, Ohio. Robert has been in the industry since 1998 and is currently registered with Lincoln Investment. Robert has a strong background in the industry and is committed to providing clients with the highest quality financial advice. Robert has experience in various areas of financial planning, including retirement planning, investment planning, and insurance planning.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
04/05/2019 - Present
Lincoln Investment (INDEPENDENCE OH)
OH
12/11/2014 - 01/03/2017
LEGEND EQUITIES CORPORATION (INDEPENDENCE OH)
OH
03/07/2005 - 12/09/2014
NATIONWIDE SECURITIES, LLC (CHAGRIN FALLS OH)
CA
02/06/2004 - 11/17/2004
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
NY
11/06/2003 - 01/12/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
MA
09/17/1998 - 09/23/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/17/1998 - 09/23/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 06/03/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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