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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Jackson Powell is an active investment advisor representative with Equitable Advisors, LLC. Robert has been a registered investment advisor representative for over 20 years, having worked with The Equitable Life Assurance Society of the United States before joining Equitable Advisors, LLC in 1999. Robert has a strong track record of providing financial advice to individuals, corporations, and charitable organizations. Robert provides financial planning, portfolio management, pension consulting, and educational seminars to his clients. He is also a member of the board of directors of several companies, including Glen Raven Global, LLC, and MOROIL Corp.
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.
A percentage of the total value of assets under management is charged.
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2
NC
12/31/2001 - Present
Equitable Advisors, LLC (GREENVILLE NC)
NY
04/14/1977 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
02/26/1973 - 10/24/1974
THE POWELL GROUP INC
NA
09/20/1972 - 01/14/1973
R. S. DICKSON, POWELL, KISTLER & CRAWFORD
IA
Issued 10/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/1974
Series 00 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/11/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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