Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Linderman is an investment advisor representative at Mutual Advisors, LLC, a firm headquartered in Omaha, Nebraska. Robert has been in the industry since 1991 and is registered with both the state of California and Texas. Robert's primary professional focus is on providing financial planning and portfolio management services to both individual and business clients. Robert has a proven track record in the industry and his firm, Mutual Advisors, LLC, has a strong commitment to providing clients with the personalized attention and guidance they need to achieve their financial goals.
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.
Hourly consulting
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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CA
02/10/2023 - Present
Mutual Advisors, LLC (VISALIA CA)
CA
07/24/1992 - 05/07/2019
MUTUAL SECURITIES, INC. (VISALIA CA)
IA
Issued 12/29/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1993
Series 3 - National Commodity Futures Examination
BC
Issued 07/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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