Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Ahler has been in the financial services industry for over 25 years. Robert currently works for Silver Oak Securities, Inc. and has held previous positions at Securities America, Inc., Securities Service Network, LLC, Neovest Trading, FSC Securities Corporation, Securities Service Network, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Robert has a wide range of experience in the financial services industry and is committed to providing his clients with personalized advice and guidance. Robert holds Series 4, 7, 24, 28, 52TO, 53, 55, 57TO, 63, 87, 99TO 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.
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.
1
2
TN
05/05/2022 - Present
Silver OAK Securities, Inc. (Knoxville TN)
TN
09/23/2020 - 05/03/2022
SECURITIES AMERICA, INC. (KNOXVILLE TN)
TN
11/17/2003 - 11/23/2020
SECURITIES SERVICE NETWORK, LLC (KNOXVILLE TN)
NY
05/31/2002 - 11/14/2003
NEOVEST TRADING (NEW YORK NY)
GA
02/25/2000 - 05/28/2002
FSC SECURITIES CORPORATION (ATLANTA GA)
TN
04/28/1997 - 02/23/2000
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
MN
10/11/1996 - 04/15/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/11/1996 - 04/15/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/25/2002
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 08/24/1998
Series 4 - Registered Options Principal Examination
BC
Issued 02/16/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2015
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 05/05/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/10/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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