Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lawson Ainsworth is a financial professional with over 14 years of experience in the financial services industry. Ainsworth has worked with a variety of firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A., Mutual of Omaha Investor Services, Inc., and Securian Financial Services, Inc. He currently holds a Series 66, Series 7, and SIE license. Robert is currently registered as a registered representative and investment advisor representative with SEI Investments Management Corp. Ainsworth's experience and credentials have earned him a reputation as a trusted advisor in the financial services industry.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
08/16/2022 - Present
SEI Investments Management Corp. (OAKS PA)
FL
02/08/2022 - 08/02/2022
MWA FINANCIAL SERVICES INC. (Jacksonville FL)
FL
04/02/2020 - 11/09/2020
SECURIAN FINANCIAL SERVICES, INC. (Jacksonville FL)
FL
03/25/2019 - 03/18/2020
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (Jacksonville FL)
FL
10/21/2008 - 11/29/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 12/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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