Unclaimed
Robert Seaman is a financial advisor registered with Cambridge Investment Research Advisors, Inc. in Keene, NH. Robert has been in the financial services industry since 2007. Prior to joining Cambridge, Robert worked for Lincoln Investment LLC, J.P. Morgan Securities LLC, USAA Financial Advisors, Inc., LPL Financial LLC, Mutual Service Corporation, Edward Jones, and WM Financial Services, Inc. Robert holds a Series 7, Series 6, and SIE securities license. Robert also holds a Series 66 license, which allows him to provide investment advice in New Hampshire and Texas.
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
NH
01/02/2025 - Present
Cambridge Investment Research Advisors, Inc. (Keene NH)
FL
03/11/2016 - 03/01/2019
LINCOLN INVESTMENT (Tampa FL)
FL
10/10/2014 - 01/05/2016
J.P. MORGAN SECURITIES LLC (LUTZ FL)
FL
09/30/2011 - 08/29/2014
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
FL
09/08/2009 - 09/27/2011
LPL FINANCIAL LLC (TAMPA FL)
FL
07/01/2009 - 10/01/2009
MUTUAL SERVICE CORPORATION (TAMPA FL)
FL
08/27/2007 - 12/03/2008
EDWARD JONES (TAMPA FL)
FL
03/02/2006 - 08/22/2007
WM FINANCIAL SERVICES, INC. (WESLEY CHAPEL FL)
BOTH
Issued 03/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/01/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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