Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Avery is a financial advisor with Parkland Securities, LLC. Robert has been in the financial services industry for over 35 years and holds the Series 6 and Series 63 licenses. He has previously worked at Royal Alliance Associates, Inc., Signator Investors, Inc., and Transamerica Financial Advisors, Inc. Robert has experience providing financial advice to clients in Arizona, California, Colorado, Florida, Idaho, Iowa, Maine, Maryland, Nevada, New York, North Carolina, Pennsylvania, Texas, and Utah.
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.
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.
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2
CO
08/02/2021 - Present
Parkland Securities, LLC (Centennial CO)
CO
11/02/2018 - 08/04/2021
ROYAL ALLIANCE ASSOCIATES, INC. (DENVER CO)
CO
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (DENVER CO)
CO
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (DENVER CO)
CO
02/05/1991 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (DENVER CO)
CA
09/11/1987 - 07/31/1995
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
CA
12/23/1986 - 04/15/1989
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
BC
Issued 11/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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