Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Stark is a financial advisor with Cambridge Investment Research Advisors, Inc. Robert has been in the financial industry since 2005. Robert's previous experience includes working for Royal Alliance Associates, Inc., Signator Investors, Inc., and Transamerica Financial Advisors, Inc. Robert is licensed in 17 states and has obtained his Series 66, Series 7, and SIE licenses. Robert specializes in financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Solicitation fees from 3rd party money managers
1
2
FL
07/26/2022 - Present
Cambridge Investment Research Advisors, Inc. (Brandon FL)
FL
11/02/2018 - 07/28/2022
ROYAL ALLIANCE ASSOCIATES, INC. (BRANDON FL)
FL
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (BRANDON FL)
FL
11/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (BRANDON FL)
FL
08/03/2005 - 11/11/2009
LPL FINANCIAL CORPORATION (BRANDON FL)
BOTH
Issued 08/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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