Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Morrison is a financial advisor with over 10 years of experience in the industry. Robert is currently registered with Cross Financial Advisors and is licensed in 13 states. Robert has a wide range of experience in financial planning and portfolio management. Robert has previously worked with Hornor, Townsend & Kent, Inc. and Edward Jones. Robert has a strong track record of success in helping clients achieve their financial goals. Robert is committed to providing personalized financial advice to help clients make informed decisions about their financial future.
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.
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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2
OR
06/29/2017 - Present
Cross Financial Advisors (BEAVERTON OR)
OR
10/13/2011 - 05/07/2015
HORNOR, TOWNSEND & KENT, INC. (LAKE OSWEGO OR)
OR
08/15/2008 - 09/01/2011
EDWARD JONES (HILLSBORO OR)
BOTH
Issued 08/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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