Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Sweet is a financial professional with over 20 years of experience in the financial services industry. Robert is currently registered as a Registered Representative with Independent Financial Group, LLC, and a Registered Investment Advisor with the state of Texas. Prior to joining Independent Financial Group, LLC, Robert was a Registered Representative and Investment Advisor Representative with LPL FINANCIAL LLC for several years. Robert's primary focus is on providing financial planning and investment management services to individuals, families, and small businesses. He has a deep understanding of the financial markets and the needs of his clients. Robert is committed to providing personalized financial advice and working with his clients to 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.
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.
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2
TX
03/23/2016 - Present
Independent Financial Group, LLC (El Paso TX)
TX
12/08/2010 - 01/19/2016
LPL FINANCIAL LLC (EL PASO TX)
TX
02/11/2009 - 12/10/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (EL PASO TX)
TX
06/19/2001 - 02/11/2009
CUNA BROKERAGE SERVICES, INC. (EL PASO TX)
NY
08/10/2000 - 07/05/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
KS
05/23/2000 - 07/24/2000
WADDELL & REED, INC. (OVERLAND PARK KS)
MA
12/23/1999 - 04/28/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/23/1999 - 04/28/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 06/01/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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