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 Thwaites is a financial professional with over 30 years of experience in the industry. Robert currently works at Truist Advisory Services, Inc. and holds registrations in several states, including Florida, Rhode Island, and Texas. Robert has a diverse background with previous employment at various firms like Fifth Third Securities, Inc., Morgan Stanley, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Robert is passionate about providing comprehensive financial advice and guidance to individuals 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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
09/10/2021 - Present
Truist Advisory Services, Inc. (PUNTA GORDA FL)
FL
02/15/2013 - 08/03/2015
FIFTH THIRD SECURITIES, INC. (ORLANDO FL)
FL
06/01/2009 - 03/05/2013
MORGAN STANLEY (ORLANDO FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ORLANDO FL)
FL
05/11/2006 - 04/02/2007
MORGAN STANLEY DW INC. (ORLANDO FL)
FL
07/03/1991 - 05/02/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HEATHROW FL)
NA
06/09/1983 - 08/26/1983
IDS MARKETING CORPORATION
IA
Issued 12/27/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/18/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1991
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1991
Series 3 - National Commodity Futures Examination
BC
Issued 06/08/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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