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 Rollins is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with LPL Enterprise, LLC and has previously held positions at several other firms, including MML Investors Services, LLC, World Group Securities, Inc., and Allstate Financial Services, LLC. Robert has a wide range of experience in financial planning, portfolio management, and consulting services for both individuals and businesses. Robert is also a Certified Financial Planner.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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.
A percentage of the total value of assets under management is charged.
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NC
11/28/2024 - Present
LPL Enterprise, LLC (SALISBURY NC)
NC
04/25/2011 - 08/07/2013
MML INVESTORS SERVICES, LLC (GREENSBORO NC)
GA
09/23/2010 - 04/26/2011
WORLD GROUP SECURITIES, INC. (DULUTH GA)
OK
10/02/2007 - 10/03/2008
ALLSTATE FINANCIAL SERVICES, LLC (OKLAHOMA CITY OK)
OH
07/07/2005 - 08/01/2006
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
CO
06/22/2004 - 07/13/2004
THE LEADERS GROUP, INC. (LITTLETON CO)
SC
01/29/2003 - 02/11/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
02/05/2002 - 08/28/2002
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
SC
07/06/1999 - 02/22/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
GA
04/15/1997 - 07/02/1999
FSC SECURITIES CORPORATION (ATLANTA GA)
IA
05/24/1993 - 03/24/1997
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
SD
04/28/1989 - 04/05/1993
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
NA
12/24/1987 - 08/29/1989
PHOENIX EQUITY PLANNING CORPORATION
BC
Issued 04/12/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/12/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/15/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/21/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/21/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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