Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Melvin Little is a financial advisor with Planmember Securities Corp., licensed in Texas and Washington. Robert is a Series 6 and Series 63 licensed professional with over 20 years of experience in the industry. He is also a registered Investment Advisor in Texas and Washington. Robert has worked for several firms throughout his career, including Symetra Investment Services, Inc. and Woodbury Financial Services, Inc. Robert's expertise includes portfolio management, financial planning, and insurance sales. He currently provides investment advisory services to individuals, businesses, pension and profit sharing plans, and charitable organizations.
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.
Provides investment supervisory services
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.
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2
CA
06/21/2019 - Present
Planmember Securities Corp. (CARPINTERIA CA)
WA
01/21/2010 - 02/05/2013
SYMETRA INVESTMENT SERVICES, INC. (TACOMA WA)
WA
11/28/2005 - 12/01/2008
WOODBURY FINANCIAL SERVICES, INC. (TACOMA WA)
CO
01/01/2004 - 12/05/2005
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
OH
02/07/2000 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
IA
Issued 06/21/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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