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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 Moffett is an Investment Advisor Representative with Olive Ridley Private Client Services LLC in Newport, Rhode Island. Robert Moffett has 11 years of experience in the financial industry. Robert Moffett holds Series 6, 7TO, 63, and 65 licenses and has expertise in portfolio management for businesses and individuals, as well as financial planning and selection of other advisors. Prior to joining Olive Ridley Private Client Services LLC, Robert Moffett was with American Funds Distributors, Inc. in Los Angeles, California. Robert Moffett also works as an Independent Insurance Agent for R. Parker Moffett, Independent Insurance Agent in Providence, Rhode Island.
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.
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.
A percentage of the total value of assets under management is charged.
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RI
03/15/2023 - Present
Olive Ridley Private Client Services LLC (Newport RI)
CA
08/02/2013 - 10/22/2021
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
IA
Issued 01/10/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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