Unclaimed
Robert Jason Armstrong is a financial advisor with Equitable Advisors, LLC, a firm that provides financial planning, pension consulting, and portfolio management for individuals and businesses. Robert has been in the financial services industry since 1997 and has a wide range of experience in helping clients achieve their financial goals. He is registered to provide financial advice in 20 states.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
10/21/2016 - Present
Equitable Advisors, LLC (OAK BROOK IL)
IL
07/25/1997 - 09/07/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (CHICAGO IL)
IA
Issued 04/04/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/18/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/24/1997
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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