Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Moseley Crosland III is an advisor at Commonwealth Financial Network. Robert has been in the financial industry since 1990 and has a wide range of experience. Robert has a Series 7 and Series 63 registration, as well as a Series 65 license. He is also a Certified Financial Planner. Robert is registered to provide investment advisory services in Alabama, California, Colorado, Florida, Georgia, Louisiana, Mississippi, New York, Oklahoma, Tennessee, Texas, and Virginia. Robert has previously been associated with several firms including WELLS FARGO ADVISORS, LLC, A. G. EDWARDS & SONS, INC., BANCORPSOUTH INVESTMENT SERVICES, INC., INVEST FINANCIAL CORPORATION, DEPOSIT GUARANTY INVESTMENTS, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
1
2
MS
02/16/2010 - Present
Commonwealth Financial Network (STARKVILLE MS)
MS
01/01/2008 - 02/17/2010
WELLS FARGO ADVISORS, LLC (STARKVILLE MS)
MS
02/16/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (STARKVILLE MS)
MS
03/11/2002 - 03/27/2002
BANCORPSOUTH INVESTMENT SERVICES, INC. (JACKSON MS)
WI
07/02/1998 - 02/18/1999
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
07/05/1991 - 07/08/1998
DEPOSIT GUARANTY INVESTMENTS, INC.
NY
02/14/1989 - 04/11/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Crosland is the right advisor for you? Invested Better is here to help.
