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 Freitas is a financial advisor registered with Stratos Wealth Partners, Ltd. Robert has been a financial advisor for 17 years and holds Series 7, 63, and 66 securities licenses. Robert has experience working with individuals, corporations, and charitable organizations. Robert currently provides investment advisory services through Stratos Wealth Partners, LTD. Robert is committed to helping clients reach their financial goals through personalized financial planning, investment management, and retirement planning.
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.
Percentage of assets under management with third party managers
1
2
SC
03/10/2022 - Present
Stratos Wealth Partners, Ltd. (Aiken SC)
SC
03/17/2014 - 04/12/2017
LPL FINANCIAL LLC (AIKEN SC)
PA
02/14/2012 - 12/31/2012
MERCAP SECURITIES, LLC (BERWYN PA)
SC
08/29/2006 - 08/30/2010
EDWARD JONES (AIKEN SC)
BC
Issued 05/20/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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