Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lawrence Estes is a financial advisor with Steward Partners Investment Advisory, LLC. Robert has been working in the financial industry since June 2007. Robert is licensed in multiple states including Texas and Virginia. Robert is registered with FINRA and the SEC as a Registered Representative. Robert has also worked with Edward Jones and Raymond James Financial Services, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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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NY
03/15/2024 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
VA
10/13/2017 - 03/15/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (SUFFOLK VA)
VA
06/06/2007 - 10/16/2017
EDWARD JONES (SUFFOLK VA)
BOTH
Issued 6/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/5/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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