Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lane has been working in the financial services industry since August 3, 1989. Robert is currently registered with St. Bernard Financial Services, Inc. and has been with the firm since November 5, 2014. Robert has previously held positions with World Capital Brokerage, Inc., ING Financial Partners, Inc., Nationwide Securities, LLC, 1717 Capital Management Company, AXA Advisors, LLC and The Equitable Life Assurance Society of the United States. Robert's areas of specialization are Securities, Mutual Funds and Variable Annuities.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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LA
11/05/2014 - Present
ST. Bernard Financial Services, Inc. (Monroe LA)
LA
09/08/2010 - 11/05/2014
WORLD CAPITAL BROKERAGE, INC. (MONROE LA)
LA
10/03/2008 - 09/09/2010
ING FINANCIAL PARTNERS, INC. (MONROE LA)
LA
08/01/2008 - 10/07/2008
NATIONWIDE SECURITIES, LLC (MONROE LA)
LA
04/17/2003 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (MONROE LA)
NY
08/04/1989 - 05/06/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
08/04/1989 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 03/20/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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