Unclaimed
Robert Robson is a securities professional with experience in the financial services industry. Robert has been a registered representative for over three years, working with Lockton Investment Securities, LLC, a broker-dealer firm. Prior to that, Robert was with Ameritas Investment Corp. In addition to the Series 63 state exam, Robert has passed the SIE and Series 6 exams, demonstrating his knowledge of securities products and regulations. Currently, Robert holds a Series 63 license in Kansas.
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
MO
01/19/2017 - Present
Lockton Investment Securities, LLC (KANSAS CITY MO)
KS
12/20/2014 - 12/16/2016
AMERITAS INVESTMENT CORP. (OVERLAND PARK KS)
BC
Issued 09/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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