Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Michael Reilly is an investment advisor representative, registered in Florida, Louisiana, Texas and Virginia. Robert has been in the industry since February 1990. Robert currently works for World Investment Advisors, LLC. Robert has prior experience with Westminster Financial Securities, Inc., Capitol Securities Management, Inc. and Symetra Investment Services, Inc.. Robert has passed the Series 6, 7, 63, 66, 26 and SIE exams.
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.
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2
FL
12/15/2023 - Present
World Investment Advisors, LLC (Port Orange FL)
VA
02/04/2008 - 11/06/2019
WESTMINSTER FINANCIAL SECURITIES, INC. (ALEXANDRIA VA)
VA
02/14/2006 - 02/04/2008
CAPITOL SECURITIES MANAGEMENT, INC. (ALEXANDRIA VA)
VA
08/14/1999 - 02/07/2006
SYMETRA INVESTMENT SERVICES, INC. (ALEXANDRIA VA)
OH
02/13/1990 - 11/19/1992
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
BOTH
Issued 12/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/11/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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