Unclaimed
Robert Barrett-sweet is a financial advisor who has been in the industry since September 6, 2000. Robert is currently registered with The Leaders Group, Inc. and has been with the firm since February 4, 2003. Previously, Robert was registered with Allmerica Investments, Inc. from August 16, 2000 until January 13, 2003. Robert holds Series 6 and SIE licenses.
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.
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.
1
2
CO
02/04/2003 - Present
THE Leaders Group, Inc. (LITTLETON CO)
MA
08/16/2000 - 01/13/2003
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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