Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Nash has been in the financial industry since 1984. He is a Registered Representative and Investment Advisor Representative with Continental Investors Services, Inc. Robert has a wide range of experience in the financial industry, including portfolio management for individuals and nonprofit organizations. He is also a licensed securities professional with the State of Texas and New Jersey.
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.
Personalized portfolio management to meet individual financial objectives.
Portfolio management for non-profit organizations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WA
10/15/2020 - Present
Continental Investors Services, Inc. (LONGVIEW WA)
TX
09/10/2018 - 05/12/2020
B. RILEY FBR, INC. (Dallas TX)
TX
03/28/2018 - 05/12/2020
B. RILEY WEALTH MANAGEMENT (DALLAS TX)
TX
05/22/1995 - 02/07/2018
HILLTOP SECURITIES INC. (DALLAS TX)
TX
09/18/1984 - 06/06/1995
BARRE & COMPANY, INCORPORATED (DALLAS TX)
NA
12/22/1983 - 08/30/1984
DEAN WITTER REYNOLDS INC.
IA
Issued 07/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/29/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/28/1991
Series 4 - Registered Options Principal Examination
BC
Issued 03/26/1990
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/27/1989
Series 24 - General Securities Principal Examination
BC
Issued 11/07/1986
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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