Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Jones is a financial advisor who is registered in South Carolina and Texas. Robert has been in the industry since 1995 and is currently affiliated with Edelman Financial Engines. Previously, Robert was affiliated with EF Legacy Securities, LLC, Sanders Morris Harris LLC, NFP Securities, Inc., LPL Financial LLC, Mid Atlantic Capital Corporation, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., UBS Financial Services Inc., and Ferris, Baker Watts Incorporated. Robert's specializations include investment advisory services, retirement planning, and portfolio management.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
SC
11/01/2018 - Present
Edelman Financial Engines (MYRTLE BEACH SC)
VA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (FAIRFAX VA)
VA
09/02/2014 - 04/22/2016
SANDERS MORRIS HARRIS LLC (FAIRFAX VA)
VA
02/27/2014 - 08/26/2014
NFP SECURITIES, INC. (MIDDLEBURG VA)
VA
10/10/2012 - 03/06/2014
LPL FINANCIAL LLC (MIDDLEBURG VA)
VA
12/03/2010 - 10/01/2012
MID ATLANTIC CAPITAL CORPORATION (MIDDLEBURG VA)
VA
06/01/2009 - 12/21/2010
MORGAN STANLEY SMITH BARNEY (GAINESVILLE VA)
VA
11/10/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GAINESVILLE VA)
MD
09/08/2000 - 11/21/2006
UBS FINANCIAL SERVICES INC. (ROCKVILLE MD)
MD
01/10/1995 - 10/06/2000
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
IA
Issued 01/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 01/09/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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