Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Mortimer is a financial professional with over 6 years of experience in the industry. Robert is currently registered with Fnex Capital, LLC and holds Series 6, 7, and 63 licenses as well as the SIE exam. Robert has previously worked with Jackson National Life Distributors LLC. Robert is registered to conduct business in Kentucky, New York, Ohio and Pennsylvania.
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.
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.
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IN
04/20/2021 - Present
Fnex Capital, LLC (INDIANAPOLIS IN)
CO
04/30/2015 - 01/14/2021
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
BC
Issued 05/19/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2018
Series 7 - General Securities Representative Examination
BC
Issued 04/30/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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