Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Gaskin is an Investment Advisor Representative with Raymond James Financial Services Advisors, Inc. located in Charlotte, North Carolina. Robert has been in the industry for over 29 years and has a wide range of experience in financial planning and asset management. Robert also owns and operates Gaskin Asset Management, LLC, which is an independent company that serves financial planning and asset management clients through Raymond James Financial Services Advisors, Inc. Robert has a strong track record of success and is committed to providing his clients with the highest level of service.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
07/05/2017 - Present
Raymond James Financial Services Advisors, Inc. (Charlotte NC)
NC
06/16/2006 - 05/09/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CHARLOTTE NC)
NC
05/06/1994 - 07/10/2006
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
IA
Issued 05/18/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/03/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 05/05/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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