Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert John Furlong is a financial advisor with over 12 years of experience in the industry. Robert is registered as a broker-dealer and an investment advisor representative in multiple states. Robert currently works with LPL Financial LLC. Robert has worked with Horace Mann Investors, Inc. and Horace Mann Companies in the past. Robert has a strong track record of success in helping clients achieve their financial goals. Robert holds the Series 6, 7, 63 and 65 licenses, as well as the SIE. Robert has a strong understanding of the financial markets and is committed to providing personalized service to each of his clients. Robert is a Certified Financial Planner™ professional. Robert has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Robert is dedicated to helping his clients reach their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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2
NC
01/10/2023 - Present
LPL Financial LLC (CRAMERTON NC)
NC
08/24/2010 - 07/10/2019
HORACE MANN INVESTORS, INC. (Cramerton NC)
IA
Issued 02/19/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/23/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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