Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Purdham has been a financial professional since 1999. Robert is currently registered with Assetmark Brokerage, LLC. Robert was previously registered with PFS Investments Inc., MONY Securities Corporation, and Washington Square Securities, Inc.. Robert has passed the Series 7, Series 63, Series 6TO, and SIE exams and has a state registration in Ohio.
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
CA
05/04/2021 - Present
Assetmark Brokerage, LLC (CONCORD CA)
OH
04/18/2001 - 04/13/2021
PFS INVESTMENTS INC. (MAUMEE OH)
NY
09/17/1999 - 04/03/2000
MONY SECURITIES CORPORATION (NEW YORK NY)
CT
06/04/1999 - 08/26/1999
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
BC
Issued 01/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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