Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Joseph Courter has been in the financial services industry since 1978. Currently, Robert is an Investment Advisor Representative at Cambridge Investment Research Advisors, Inc. in Glendale, Arizona. Robert is also a Registered Representative with Cambridge Investment Research, Inc. in Fairfield, Iowa and holds Series 4, 7, 63, and 65 licenses. Prior to joining Cambridge, Robert was employed at FIRST FINANCIAL EQUITY CORPORATION and WEDBUSH SECURITIES INC. Robert's areas of specialization include Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses.
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
AZ
03/11/2022 - Present
Cambridge Investment Research Advisors, Inc. (Glendale AZ)
AZ
03/15/2012 - 04/01/2022
FIRST FINANCIAL EQUITY CORPORATION (Glendale AZ)
AZ
08/27/1981 - 03/16/2012
WEDBUSH SECURITIES INC. (SCOTTSDALE AZ)
NA
01/31/1980 - 09/18/1981
PAINE, WEBBER, JACKSON & CURTIS INC.
NA
07/21/1978 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
IA
Issued 01/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/1989
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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