Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Neill Stafford is a financial advisor with over 8 years of experience in the industry. Robert Neill Stafford is currently registered with LPL Financial LLC and has previously been registered with Cetera Investment Services LLC, Pruco Securities, LLC., and AXA Advisors, LLC. Robert Neill Stafford is licensed to offer investment advice in Florida, Georgia, North Carolina, Ohio, South Carolina, and Virginia. Robert Neill Stafford has a Series 66, Series 7, Series 34, and Series 3 license.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
01/27/2025 - Present
LPL Financial LLC (ORLANDO FL)
FL
09/14/2021 - 05/01/2024
CETERA INVESTMENT SERVICES LLC (ORLANDO FL)
FL
04/06/2016 - 09/20/2021
PRUCO SECURITIES, LLC. (ORLANDO FL)
FL
09/21/2015 - 02/29/2016
AXA ADVISORS, LLC (ORLANDO FL)
BOTH
Issued 03/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/28/2012
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 07/21/2011
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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