Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Hargrove is a financial advisor with over 28 years of experience in the industry. Robert is currently registered with Cuso Financial Services, LP, and is licensed to provide investment advice and securities services in several states. Robert has a broad range of experience, having worked with a number of different firms including Pruco Securities LLC, Wells Fargo Advisors, LLC, and SunTrust Investment Services, Inc. Robert has passed a number of industry exams, including the Series 7, Series 6, Series 63, Series 10, Series 9, Series 65, Series 26, and the SIE exam. Robert is a dedicated professional with a proven track record of success in the financial services industry.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
08/24/2021 - Present
Cuso Financial Services, LP (Greensboro NC)
NJ
10/20/2017 - 08/19/2021
PRUCO SECURITIES, LLC. (NEWARK NJ)
NC
07/16/2013 - 10/19/2017
WELLS FARGO CLEARING SERVICES, LLC (GREENSBORO NC)
NC
02/22/2008 - 07/16/2013
SUNTRUST INVESTMENT SERVICES, INC. (GREENSBORO NC)
NC
01/03/2005 - 02/13/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (GREENSBORO NC)
NC
07/19/2000 - 02/03/2005
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NC
11/20/1997 - 08/04/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MN
03/26/1996 - 10/23/1997
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
MN
04/19/1995 - 10/23/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/19/1995 - 10/23/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
06/15/1990 - 11/21/1990
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
06/15/1990 - 11/21/1990
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 02/20/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/13/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/13/2005
Series 9 - General Securities Sales Supervisor - Options Module 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 04/18/1995
Series 7 - General Securities Representative Examination
BC
Issued 06/14/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Hargrove is the right advisor for you? Invested Better is here to help.
