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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Michael Brown is a financial advisor with Summit Global Investments, LLC. Robert has experience in the financial services industry and holds multiple licenses, including Series 6, 63, 65, and SIE. Robert has been working with clients across various industries and specialties including individual investors, small businesses, and institutions. Robert’s experience allows him to deliver a wide range of investment management and financial planning services to his clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Analytical 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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UT
08/09/2023 - Present
Summit Global Investments, LLC (Woods Cross UT)
UT
11/30/2023 - 05/31/2024
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (WOODS CROSS UT)
NC
08/29/2023 - 11/15/2023
VERITY INVESTMENTS, INC. (DURHAM NC)
UT
09/23/2016 - 08/01/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (CLEARFIELD UT)
NY
06/18/2012 - 01/02/2013
T3 TRADING GROUP, LLC (NEW YORK NY)
IA
Issued 02/08/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/15/2012
Series 56 - Proprietary Trader Qualification Examination
Active
Inactive
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