Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Stock is a financial advisor with Cambridge Investment Research Advisors, Inc., based in Rocky River, OH. Robert has been in the financial services industry since 1987 and has held various positions at different firms, including FSC Securities Corporation and Ameritas Investment Corp. Robert is registered with the state of Ohio as an investment advisor representative. Robert offers a variety of financial services, including financial planning, portfolio management, and educational seminars. Robert is committed to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitation fees from 3rd party money managers
1
2
OH
10/11/2019 - Present
Cambridge Investment Research Advisors, Inc. (Rocky River OH)
OH
08/14/2003 - 10/11/2019
FSC SECURITIES CORPORATION (ROCKY RIVER OH)
NE
08/27/2001 - 09/11/2003
AMERITAS INVESTMENT CORP. (LINCOLN NE)
CA
09/23/1996 - 08/27/2001
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
VT
09/10/1992 - 09/20/1996
EQUITY SERVICES, INC. (MONTPELIER VT)
IA
12/13/1991 - 09/16/1992
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NA
08/27/1990 - 12/12/1991
GREEN HILL FINANCIAL SERVICE CORPORATION
NY
02/13/1990 - 08/29/1990
NEW ENGLAND SECURITIES (NEW YORK NY)
MN
05/21/1987 - 02/17/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BC
Issued 02/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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