Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Sheets has been in the financial services industry since 1992 and is currently registered with Cambridge Investment Research Advisors, Inc. Robert has been with Cambridge Investment Research Advisors, Inc. since June 2022. Robert is a registered representative and investment advisor representative. Robert has been registered with the following firms: Securities America, Inc., Investcorp, Inc., ProEquities, Inc., Lincoln Financial Securities Corporation, Genworth Financial Securities Corporation, Securities Service Network, Inc., and Franklin Financial Services Corporation. Robert has a Series 7, Series 6, Series 63, Series 24, Series 26, and Series 65. Robert provides financial planning, pension consulting, and educational seminars.
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
TN
06/06/2022 - Present
Cambridge Investment Research Advisors, Inc. (Maryville TN)
TN
07/17/2020 - 06/03/2022
SECURITIES AMERICA, INC. (MARYVILLE TN)
TN
01/31/2018 - 07/17/2020
INVESTACORP, INC. (MARYVILLE TN)
TN
12/11/2017 - 03/01/2018
PROEQUITIES, INC. (MARYVILLE TN)
TN
10/12/2009 - 12/17/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (MARYVILLE TN)
TN
08/04/2009 - 10/15/2009
GENWORTH FINANCIAL SECURITIES CORPORATION (MARYVILLE TN)
TN
03/19/1998 - 07/21/2009
SECURITIES SERVICE NETWORK, INC. (MARYVILLE TN)
TX
07/27/1992 - 03/23/1998
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 03/07/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2002
Series 24 - General Securities Principal Examination
BC
Issued 09/15/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/23/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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