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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 Willison is a financial advisor registered with SPC and is also a registered investment advisor representative with SPC. Robert has been in the industry since 2007. Robert's experience includes positions at Edward Jones, LPL Financial, and Parkland Securities. He has a Series 7 and a Series 66. Robert's client types include individuals other than high net worth, high net worth individuals, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. He offers financial planning services, portfolio management for individuals and businesses, selection of other advisers, educational seminars, and pension consulting services.
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.
Consultation 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.
Seminar attendance fees
1
2
MI
08/15/2022 - Present
SPC (ANN ARBOR MI)
OH
12/14/2018 - 08/15/2022
EDWARD JONES (COLUMBUS OH)
OH
12/09/2013 - 12/26/2018
LPL FINANCIAL LLC (GRANVILLE OH)
OH
03/09/2007 - 12/10/2013
EDWARD JONES (PATASKALA OH)
BOTH
Issued 03/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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