Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Powell is a financial professional with over 10 years of experience in the financial services industry. Robert is currently registered with Bankers Life Advisory Services, Inc. as an Investment Advisor Representative. Robert has a proven track record of success in helping clients achieve their financial goals. Robert's expertise includes financial planning, portfolio management for individuals and investment consulting services. Robert is committed to providing personalized attention and customized solutions to meet the unique needs of each client.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
IL
07/11/2016 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
MO
11/16/2015 - 05/24/2016
THE O.N. EQUITY SALES COMPANY (Joplin MO)
AR
11/22/2011 - 11/18/2015
METLIFE SECURITIES INC. (Bentonville AR)
AR
10/06/2009 - 07/28/2010
SAGEPOINT FINANCIAL, INC. (FORT SMITH AR)
AR
02/11/2009 - 09/21/2009
UVEST FINANCIAL SERVICES GROUP, INC. (LITTLE ROCK AR)
IA
Issued 05/02/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/10/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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