Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Mitton iii is an Investment Advisor Representative with Fisher Investments. Robert has been in the financial industry since 2006 and holds a Series 63, Series 6 and SIE. Robert is registered as an Investment Advisor Representative in South Carolina and Texas. Robert previously worked at BRIGHTHOUSE SECURITIES, LLC, MetLife Investors Distribution Company, and Jackson National Life Distributors LLC.
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.
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.
Portfolio assessment
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.
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.
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2
TX
07/03/2024 - Present
Fisher Investments (PLANO TX)
NC
03/06/2017 - 06/11/2024
BRIGHTHOUSE SECURITIES, LLC (CHARLOTTE NC)
NY
04/12/2016 - 03/06/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
CO
11/07/2012 - 03/21/2016
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
MA
07/02/2012 - 08/01/2012
METLIFE SECURITIES INC. (SPRINGFIELD MA)
CO
01/26/2009 - 07/26/2010
METLIFE INVESTORS DISTRIBUTION COMPANY (DENVER CO)
MA
05/13/2008 - 02/18/2009
METLIFE SECURITIES INC. (SPRINGFIELD MA)
CO
05/19/2006 - 07/02/2007
JANUS DISTRIBUTORS LLC (DENVER CO)
IA
Issued 06/28/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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