Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Moore is a financial advisor with over 30 years of experience in the financial services industry. He is currently registered with Private Advisor Group, LLC, a registered investment advisor firm. Previously, Robert was with Cetera Advisor Networks LLC, LPL Financial LLC, and Phoenix Equity Planning Corporation. Robert is a Chartered Financial Analyst (CFA) and holds Series 6, 24, 26, 27, 63, and 65 licenses. Robert's areas of expertise include financial planning, portfolio management, and retirement planning.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
CA
12/14/2020 - Present
Private Advisor Group, LLC (San Diego CA)
CA
07/13/2016 - 04/01/2019
CETERA ADVISOR NETWORKS LLC (SAN DIEGO CA)
CA
03/02/2009 - 03/16/2015
LPL FINANCIAL LLC (SAN DIEGO CA)
CT
01/02/1996 - 08/13/1996
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
CO
01/26/1994 - 01/02/1996
ALPS MUTUAL FUNDS SERVICES, INC. (DENVER CO)
IA
Issued 04/24/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2013
Series 24 - General Securities Principal Examination
BC
Issued 02/28/2009
Series 27 - Financial and Operations Principal Examination
BC
Issued 02/26/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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