Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Cecil is an investment advisor with Prospera Financial Services, Inc.. Robert has been in the industry since 1994 and has a wide range of experience in providing financial advice to clients. Robert is registered to provide investment advice in Florida, Illinois, Michigan, Minnesota, North Carolina, South Carolina, and Texas. Robert is also a registered representative with FINRA and is Series 6, 63, 65, 99TO and SIE licensed. Robert has also been involved in the industry for over 25 years, working with various companies including H. Beck, Inc. and Robert Cecil & Assoc., Inc. DBA Cecil & C. Robert's expertise lies in providing financial planning, pension consulting, and portfolio management for businesses and individuals. Robert also provides selection of other advisors services. Robert is committed to providing his clients with the highest quality financial advice and service.
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.
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.
Earned based on transactions or products sold.
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.
Percentage of assets under review
1
2
TX
07/31/1998 - Present
Prospera Financial Services, Inc. (DALLAS TX)
MD
05/31/1994 - 12/31/1997
H. BECK, INC. (ROCKVILLE MD)
IA
Issued 05/10/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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