Unclaimed
Robert Lee Priest is a financial advisor currently associated with Ashton Stewart & CO., Inc. Robert has been in the industry since October 17, 2003. Robert holds Series 63, 66, 7 and SIE licenses and is registered in New York and Virginia. Robert has prior experience working with BB&T Securities, LLC, Scott & Stringfellow, LLC, and Friedman, Billings, Ramsey & Co., Inc.
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.
1
2
FL
12/19/2016 - Present
Ashton Stewart & CO., Inc. (MIAMI FL)
VA
01/02/2013 - 07/17/2014
BB&T SECURITIES, LLC (RESTON VA)
VA
03/09/2005 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (RESTON VA)
CA
10/04/2000 - 07/27/2004
FRIEDMAN, BILLINGS, RAMSEY & CO., INC. (LOS ANGELES CA)
BC
Issued 05/30/2017
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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