Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Langhorst is a financial advisor with Secure Asset Management, LLC. Robert has been in the industry since 2004 and has experience with Concorde Investment Services, LLC, Dempsey Lord Smith, LLC, Raymond James Financial Services, Inc., Uvest Financial Services Group, Inc., Robert Thomas Securities, Inc., FFP Securities, Inc., Smith, Moore & Co., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Thomas James Associates, Inc.. Robert has a wide range of experience and holds Series 3, 7, 7TO, 24, 63 and 65 licenses. Robert provides financial planning, pension consulting and selection of other advisors.
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.
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.
Solicitor for 3rd party money managers
1
2
MI
06/08/2022 - Present
Secure Asset Management, LLC (TROY MI)
MO
04/21/2021 - 06/07/2022
CONCORDE INVESTMENT SERVICES, LLC (Kirkwood MO)
MO
05/20/2019 - 04/21/2021
DEMPSEY LORD SMITH, LLC (LAKE ST. LOUIS MO)
FL
07/24/2003 - 02/18/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NC
02/21/2002 - 07/09/2003
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
FL
01/04/1999 - 02/21/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
06/07/1993 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
MO
01/15/1993 - 06/08/1993
FFP SECURITIES, INC. (CHESTERFIELD MO)
MO
05/07/1990 - 01/29/1991
SMITH, MOORE & CO. (CLAYTON MO)
NY
04/06/1989 - 04/12/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
10/13/1988 - 04/13/1989
THOMAS JAMES ASSOCIATES, INC.
NA
07/15/1988 - 11/19/1988
ANDREW ALEN SECURITIES, INC.
BC
Issued 05/25/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/18/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1994
Series 24 - General Securities Principal Examination
BC
Issued 05/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/28/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1990
Series 3 - National Commodity Futures Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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