Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Theisen is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with Momentum Independent Network Inc. Robert has held previous positions with Investcorp, Inc. and Royal Alliance Associates, Inc.. Robert has a strong background in financial planning and portfolio management for individuals and businesses. Robert offers educational seminars and publication of periodicals in addition to financial planning services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
12b-1 fees
1
2
TX
07/01/2020 - Present
Momentum Independent Network Inc. (DALLAS TX)
TX
09/17/1993 - 06/30/2020
INVESTACORP, INC. (FT. WORTH TX)
AZ
03/20/1990 - 09/24/1993
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 09/10/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Theisen is the right advisor for you? Invested Better is here to help.
