Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Rankin Nimocks is a financial advisor who has been in the industry since 2012. Robert is currently registered with First Citizens Investor Services, Inc. and is also registered as an Investment Advisor Representative (IAR) in North Carolina. Robert holds the Series 7 and 63 licenses as well as the SIE. Robert is also a Certified Financial Planner. Robert has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
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2
NC
04/04/2016 - Present
First Citizens Investor Services, Inc. (CHARLOTTE NC)
NC
10/19/2012 - 04/05/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
BC
Issued 12/01/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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