Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Jervis Stark has been in the financial services industry since 1984. Robert is a financial advisor at Cambridge Investment Research Advisors, Inc. Robert is licensed in 33 states and is a Certified Financial Planner. Robert has been a financial advisor with many firms throughout the years including Royal Alliance Associates, Inc., Signator Investors, Inc. and Transamerica Financial Advisors, Inc. Robert has experience in a variety of investment strategies, including retirement planning, college savings, and estate planning. Robert provides comprehensive financial planning services to individuals and families.
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
04/10/2002 - 11/11/2009
LPL FINANCIAL CORPORATION (BRANDON FL)
FL
04/01/1991 - 04/09/2002
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NA
08/21/1984 - 04/01/1991
PW SECURITIES, INC.
BC
Issued 12/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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