Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert James Logan is a financial advisor with over 20 years of experience in the financial services industry. Robert is registered with Principal Asset Management and holds Series 63, 66, 7, 24 and SIE licenses. Robert is also registered in 52 states and the District of Columbia. Robert's specializations include providing financial advice to individuals, businesses, investment companies and pooled investment vehicles. Robert also provides asset allocation services and spread lending management and advice.
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.
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.
Strategic management for diversified investment portfolios.
Spread lending management and advice; asset allocation services; providing model portfolios
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Charge on a cost allocation basis to principal life
1
2
IA
12/13/2018 - Present
Principal Asset Management (Des Moines IA)
BOTH
Issued 08/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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