Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Jones is a financial advisor who has been in the industry since 2004. He has a wide range of experience, including working for TradeStation Securities, Inc. and currently at LPL Financial LLC. Robert is registered with the state of South Carolina and holds a number of securities licenses, including Series 7, 3, 57, 24, 30, 63, and 99TO.
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.
Consulting and other non-discretionary advisory services
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.
1
2
SC
04/07/2017 - Present
LPL Financial LLC (FORT MILL SC)
FL
02/26/2004 - 03/31/2017
TRADESTATION SECURITIES, INC. (PLANTATION FL)
BC
Issued 01/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/11/2004
Series 30 - NFA Branch Manager Examination
BC
Issued 07/03/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2016
Series 57 - Securities Trader Exam
BC
Issued 08/25/2004
Series 3 - National Commodity Futures Examination
BC
Issued 12/02/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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