Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Sowder is a financial advisor with over 25 years of experience in the industry. Robert has held positions at several firms including LPL Financial LLC, Cetera Advisor Networks LLC, and now currently at CLG LLC d/b/a MORAN, HEISING AND MCELRAVEY. Robert's expertise spans a wide range of financial services, including financial planning, portfolio management, and pension consulting. Robert is committed to providing personalized advice and guidance to help clients reach 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.
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.
A percentage of the total value of assets under management is charged.
Recurring fee
1
2
CA
09/13/2023 - Present
CLG LLC (LONG BEACH CA)
CA
12/08/2017 - 12/31/2023
CETERA ADVISOR NETWORKS LLC (TORRANCE CA)
CA
08/26/2002 - 12/18/2017
LPL FINANCIAL LLC (LAKEWOOD CA)
CA
11/14/2017 - 11/14/2017
CETERA ADVISOR NETWORKS LLC (TORRANCE CA)
TX
01/09/2001 - 08/28/2002
NFP SECURITIES, INC. (AUSTIN TX)
SC
03/30/2000 - 01/16/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
12/04/1998 - 03/15/2000
ATLAS SECURITIES, INC. (SAN LEANDRO CA)
CA
11/14/1998 - 12/15/1998
CAL FED INVESTMENTS (SACRAMENTO CA)
CA
04/15/1997 - 11/14/1998
GLENFED BROKERAGE SERVICES (GLENDALE CA)
NY
07/24/1996 - 10/22/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 11/08/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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