Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Arroyo is a financial advisor registered with Cambridge Investment Research Advisors, Inc. and Duncan Financial Planning Advisors. Robert has been working in the financial industry since December 2004. Robert is licensed in Florida, Texas and several other states. Robert's specialties include Portfolio Management for Individuals and Businesses, Financial Planning, Educational Seminars, and Pension Consulting.
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.
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.
Solicitation fees from 3rd party money managers
1
2
FL
03/06/2023 - Present
Cambridge Investment Research Advisors, Inc. (Clearwater FL)
FL
11/10/2011 - 09/03/2021
FIRST ALLIED SECURITIES, INC. (TAMPA FL)
FL
04/23/2009 - 11/17/2011
LPL FINANCIAL LLC (CLEARWATER FL)
FL
12/01/2006 - 05/13/2009
UBS FINANCIAL SERVICES INC. (CLEARWATER FL)
FL
11/01/2005 - 12/08/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEARWATER FL)
MD
09/08/2004 - 07/12/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 10/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 09/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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