Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Formanek is a financial professional with over 15 years of experience in the industry. Robert is currently registered with State Farm VP Management Corp. and holds Series 6, 26, and 63 licenses. Robert has previously been registered with PRUCO SECURITIES, LLC., TRANSAMERICA FINANCIAL ADVISORS, INC, and WORLD GROUP SECURITIES, INC. Robert is licensed in Georgia and Tennessee.
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.
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.
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2
MO
05/30/2024 - Present
State Farm VP Management Corp. (SPRINGFIELD MO)
TN
06/20/2022 - 10/25/2023
PRUCO SECURITIES, LLC. (Spring City TN)
TN
01/06/2012 - 06/14/2022
TRANSAMERICA FINANCIAL ADVISORS, INC (Nashville TN)
CO
05/22/2008 - 01/06/2012
WORLD GROUP SECURITIES, INC. (LAKEWOOD CO)
BC
Issued 07/13/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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