Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Beck is a financial advisor with over 30 years of experience in the financial services industry. He holds Series 6, 63 and 65 licenses and has worked for several firms, including New England Securities, MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company. Currently, he is a registered representative with Cambridge Investment Research Advisors, Inc. and Duncan Financial Planning Advisors. Robert has a wide range of experience and specializes in providing financial advice to individuals and businesses, as well as insurance services. He is committed to helping clients reach their financial goals.
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
06/17/2016 - Present
Cambridge Investment Research Advisors, Inc. (Greenwood IN)
NA
04/12/1989 - 11/21/1994
NEW ENGLAND SECURITIES
NA
11/30/1982 - 04/24/1989
MML INVESTORS SERVICES, INC.
NA
04/14/1982 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
IA
Issued 06/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/13/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Robert Beck is the right advisor for you? Invested Better is here to help.
