Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Longley is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with LPL Financial LLC and has been since November 2013. Prior to that, Robert worked for CUNA Brokerage Services, Inc. and Securities America, Inc., among others. Robert has a wide range of experience in the financial services industry, including securities, investment advisory, and insurance. Robert has a strong track record of success and is committed to providing clients with personalized financial advice and guidance.
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.
Consulting and other non-discretionary advisory services
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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AZ
11/21/2013 - Present
LPL Financial LLC (TUCSON AZ)
AZ
04/26/2011 - 11/22/2013
CUNA BROKERAGE SERVICES, INC. (SNOWFLAKE AZ)
AZ
05/21/2009 - 04/20/2011
SECURITIES AMERICA, INC. (TUCSON AZ)
AZ
07/27/2005 - 06/05/2009
H.D. VEST INVESTMENT SERVICES (TUCSON AZ)
TX
06/08/2005 - 08/11/2005
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
08/08/2000 - 06/16/2005
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
BOTH
Issued 09/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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