Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lavern Swires is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with Ameritas Advisory Services, LLC, a firm with over 500 investment advisor representatives. The firm has a wide range of client types, including individuals, corporations, and charitable organizations. Robert offers a variety of services, including financial planning, portfolio management, and pension consulting. Robert is dedicated to providing personalized financial advice to help clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
CA
11/01/2021 - Present
Ameritas Advisory Services, LLC (San Francisco CA)
CA
12/20/2002 - 06/30/2006
CARILLON INVESTMENTS, INC. (SAN FRANCISCO CA)
IA
Issued 01/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/06/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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