Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Russell Millikin is a financial advisor with Principal Securities, Inc. He has been in the industry since February 10, 2022. Robert is licensed to sell investment company products, including variable contracts, and has a background in both securities and investment advisory services. He is registered with the Financial Industry Regulatory Authority (FINRA) and holds a Series 26 license, as well as Series 6TO and SIE exams. Robert has worked with clients including high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. His areas of expertise include financial planning and portfolio management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Seminar fees, solicitors fees, subscription consulting fees
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2
NC
02/11/2022 - Present
Principal Securities, Inc. (Charlotte NC)
BC
Issued 03/17/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/11/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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