Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Ahearn is a financial advisor with over 15 years of experience in the industry. Robert currently works with Eagle Strategies LLC where Robert is a Registered Representative and Investment Advisor Representative. Robert has been with Eagle Strategies LLC since January 2017. Previously, Robert was registered with Transamerica Financial Advisors, Inc and Princor Financial Services Corporation. Robert holds the Series 31, Series 7 and Series 66 licenses. Robert also holds the SIE license, which is a requirement for all financial advisors. Robert is also a Certified Financial Planner (CFP). Robert has worked with several other financial firms over the past 15 years and has extensive experience in the financial industry.
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.
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.
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TX
01/09/2017 - Present
Eagle Strategies LLC (ADDISON TX)
CA
07/23/2013 - 09/06/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (LOS ANGELES CA)
CA
05/01/2012 - 07/09/2013
PRINCOR FINANCIAL SERVICES CORPORATION (IRVINE CA)
CA
11/25/2009 - 05/07/2012
H.D. VEST INVESTMENT SERVICES (LAGUNA HILLS CA)
MA
11/10/2005 - 04/08/2008
CANTELLA & CO., INC. (WORCESTER MA)
NY
04/30/2002 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 05/13/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 04/29/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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