Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Scott Brown is a financial advisor in Eagle Point, Oregon. Robert has been working in the financial services industry since 2003. Robert is a Certified Financial Planner™ and a Chartered Financial Consultant. Robert is registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since April 2023. Robert previously worked at EDWARD JONES from 2005 to 2023. Robert also works with clients in Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OR
04/28/2023 - Present
Raymond James Financial Services Advisors, Inc. (Eagle Point OR)
OR
04/19/2005 - 05/02/2023
EDWARD JONES (MEDFORD OR)
MN
07/01/1994 - 12/31/1995
FORTIS INVESTORS, INC. (OAKDALE MN)
GA
06/06/1994 - 06/30/1994
WMA SECURITIES, INC. (DULUTH GA)
FL
02/24/1994 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BC
Issued 04/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/16/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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