Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Mundell is a financial advisor with Cambridge Investment Research, Inc., who has over 23 years of experience in the financial services industry. Robert has a strong track record of success in helping clients achieve their financial goals. Robert is registered in 16 states, including California, Colorado, Florida, Idaho, Maryland, Michigan, Minnesota, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia and West Virginia. Robert specializes in helping individuals, families, and small businesses with their financial planning, investment management, and retirement planning needs.
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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WV
04/23/2021 - Present
Cambridge Investment Research, Inc. (Morgantown WV)
WV
06/29/2016 - 04/26/2021
LINCOLN FINANCIAL SECURITIES CORPORATION (MORGANTOWN WV)
WV
11/09/2006 - 06/30/2016
METLIFE SECURITIES, INC (MORGANTOWN WV)
WV
11/09/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MORGANTOWN WV)
WV
11/10/2000 - 10/02/2006
THE O.N. EQUITY SALES COMPANY (MORGANTOWN WV)
BC
Issued 02/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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