Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Messett is a financial advisor with Commonwealth Financial Network. He has been in the financial industry since 1997. Robert is licensed to sell securities in 28 states and is registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative and a Registered Principal. Robert has a Series 7, Series 63, and Series 65 license. He is also a licensed insurance agent. Commonwealth Financial Network is a registered investment advisor and a member of FINRA and SIPC. The firm provides financial planning, investment management, and insurance services to individuals, families, and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
02/16/2017 - Present
Commonwealth Financial Network (Flower Mound TX)
TX
03/15/2011 - 02/15/2017
WFG INVESTMENTS, INC. (DOUBLE OAK TX)
TX
10/16/2001 - 03/11/2011
PARK AVENUE SECURITIES LLC (GRAPEVINE TX)
CA
08/07/1997 - 02/16/2001
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
IA
Issued 08/12/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Messett is the right advisor for you? Invested Better is here to help.
