Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Fremont Thorndike is a financial advisor with Prospera Financial Services, Inc. based in Dallas, Texas. Robert has been in the financial services industry for over 30 years and holds the Series 7, Series 63, Series 65 and Series 99TO licenses. Robert's previous employment experience includes Davenport & Company LLC, MICG Investment Management, LLC, and First Jersey Securities, Inc. Robert's areas of expertise include financial planning, portfolio management, pension consulting, and selection of other advisors. Robert is a board member of the 31 Heroes Project and is an insurance agent for Fitzwilliams Financial.
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.
Earned based on transactions or products sold.
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.
Percentage of assets under review
1
2
TX
05/12/2010 - Present
Prospera Financial Services, Inc. (DALLAS TX)
VA
04/23/2009 - 05/12/2010
MICG INVESTMENT MANAGEMENT, LLC (NORFOLK VA)
VA
09/03/1998 - 04/24/2009
DAVENPORT & COMPANY LLC (NORFOLK VA)
NC
02/05/1985 - 09/17/1998
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NA
08/21/1984 - 01/18/1985
FIRST JERSEY SECURITIES, INC.
IA
Issued 04/30/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Thorndike is the right advisor for you? Invested Better is here to help.
