Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wilson has been in the financial services industry since March 2000. He is currently a registered representative at Hornor, Townsend & Kent, LLC, with a branch office located in Cincinnati, Ohio. Robert has been with Hornor, Townsend & Kent, LLC for 11 years, previously working for firms such as Park Avenue Securities LLC, LPL Financial LLC, and Cambridge Investment Research, Inc.. Robert is licensed in 14 states including Arizona, Florida, Georgia, Kansas, Kentucky, Michigan, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Virginia and Wyoming. Robert holds the Series 7 and Series 63 licenses. He is also a registered investment adviser representative with Series 65 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.
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.
Trail commissions, distribution assistance fees
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2
OH
05/20/2024 - Present
Hornor, Townsend & Kent, LLC (CINCINNATI OH)
OH
09/21/2022 - 05/21/2024
PARK AVENUE SECURITIES LLC (CINCINNATI OH)
OH
03/15/2013 - 09/19/2022
HORNOR, TOWNSEND & KENT, LLC (LOVELAND OH)
OH
01/17/2013 - 03/20/2013
LPL FINANCIAL LLC (CINCINNATI OH)
OH
11/12/2009 - 01/16/2013
PURSHE KAPLAN STERLING INVESTMENTS (CINCINNATI OH)
OH
09/01/2006 - 12/04/2009
CAMBRIDGE INVESTMENT RESEARCH, INC. (CINCINNATI OH)
GA
03/24/2005 - 09/06/2006
WORLD GROUP SECURITIES, INC. (DULUTH GA)
MA
11/05/2003 - 04/01/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
07/29/2003 - 11/03/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
OK
06/17/2003 - 07/25/2003
WILBANKS SECURITIES, INC. (OKLAHOMA CITY OK)
FL
05/12/2003 - 06/12/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
IN
01/13/2003 - 05/12/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
02/25/2000 - 05/12/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IA
Issued 01/10/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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