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 Leirmoe is an investment advisor representative with Bolton Securities Corp., based in La Jolla, CA. Robert has been in the industry since 1998 and has a broad range of experience in financial services. Robert holds the Series 6, 7, 63 and 65 securities licenses. Robert's specializations include financial planning, portfolio management for businesses, and portfolio management for individuals. Prior to joining Bolton Securities Corp., Robert worked at various firms including First Fund Distributors, Inc. and Worldwide Value Distributors, LLC. Robert is a dedicated financial advisor with a strong commitment to providing personalized service to his clients.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
08/06/2021 - Present
Bolton Securities Corp. (LA JOLLA CA)
AZ
01/08/1998 - 12/31/2000
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
NY
06/21/1996 - 12/31/1997
WORLDWIDE VALUE DISTRIBUTORS, LLC (NEW YORK NY)
IA
Issued 08/06/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/20/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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