Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Brunton is a financial advisor with Park Avenue Securities LLC. Robert has been in the securities industry since 1992. Robert is a Certified Financial Planner and holds the Series 6, Series 7, Series 22, and Series 63 licenses. Robert has been registered with the Securities and Exchange Commission (SEC) since 1999. Robert has experience in providing financial advice to individuals, high-net-worth individuals, corporations, and other businesses. Robert is also experienced in providing financial planning services, portfolio management, and investment advisory services.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
10/18/2021 - Present
Park Avenue Securities LLC (Campbell CA)
CA
01/30/2015 - 10/25/2021
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (FREMONT CA)
CA
04/12/2013 - 02/14/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAN JOSE CA)
CA
10/19/2011 - 12/12/2012
MML INVESTORS SERVICES, LLC (MILPITAS CA)
CA
02/25/2010 - 06/24/2010
FIRST COMMAND FINANCIAL PLANNING, INC. (VACAVILLE CA)
SD
07/22/2005 - 12/31/2009
VARIABLE INVESTMENT ADVISORS, INC. (TEA SD)
FL
01/15/2003 - 12/31/2004
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
FL
04/29/1999 - 03/04/2002
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
CA
12/02/1996 - 10/14/1998
ADVISORY FINANCIAL CONSULTANTS, INC. (FREMONT CA)
MA
03/24/1994 - 03/01/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
03/24/1994 - 03/01/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
FL
06/12/1984 - 01/04/1993
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
BC
Issued 11/09/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 12/17/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/11/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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