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 Smith is a financial advisor with Lifemark Securities Corp. Robert has been in the financial services industry since October 4, 1987. Robert is registered with the state of Ohio and several other states including Alabama, Colorado, Illinois, Indiana, Michigan, New York, North Carolina, Texas and Virginia. Robert holds the Series 6, Series 63 and SIE securities licenses. Robert specializes in financial planning, portfolio management for individuals and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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OH
11/05/2018 - Present
Lifemark Securities Corp. (Beachwood OH)
OH
10/05/1987 - 11/05/2018
FORESTERS EQUITY SERVICES, INC. (BEACHWOOD OH)
BC
Issued 03/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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