Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lee Nash is an investment advisor representative who has been in the industry since 1988. Robert is currently registered with Cambridge Investment Research Advisors, Inc. Robert has held previous registrations with Citigroup Global Markets Inc., Lehman Brothers Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Robert has a wide range of experience in the financial industry, including investment advisory, insurance, and consulting. Robert is a highly experienced and knowledgeable investment advisor, and is committed to providing personalized financial planning and investment advice to clients.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IN
01/04/2016 - Present
Cambridge Investment Research Advisors, Inc. (INDIANAPOLIS IN)
IN
07/31/1993 - 04/01/2009
CITIGROUP GLOBAL MARKETS INC. (INDIANAPOLIS IN)
NY
11/17/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
10/19/1988 - 11/09/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 02/22/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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