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 Seahorn is a financial advisor who has been in the industry since January 23, 2009. Robert is currently registered with UBS Financial Services Inc. Previously, Robert was registered with FTB Advisors, Inc. and PRUCO Securities, LLC. Robert holds Series 6, SIE, and Series 99TO licenses. Robert specializes in a variety of areas including portfolio management for individuals and businesses, financial planning, and pension consulting.
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.
See schedule d - miscellaneous
1
2
NJ
08/07/2014 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
TN
01/11/2010 - 06/26/2014
FTB ADVISORS, INC. (HENDERSONVILLE TN)
TN
06/16/2008 - 07/13/2009
PRUCO SECURITIES, LLC. (BRENTWOOD TN)
BC
Issued 05/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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