Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Villines is an investment advisor representative at Avantax Advisory Services. Robert has been in the financial services industry since 2009 and has a wide range of experience. Robert holds the Series 6, 7, 63 and 65 licenses as well as the SIE. Robert is registered to provide investment advisory services in Arizona, Arkansas, California, Indiana, Missouri, Nevada, Oklahoma, and Texas. Robert is also a licensed insurance agent in Oklahoma and has a background in professional music. In addition to working with Avantax, Robert is also the Managing Member of BellVill Holdings, LLC, a holding company that invests in the GC Three Holdings Equity offering.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
OK
02/05/2024 - Present
Avantax Advisory Services (Tulsa OK)
IA
Issued 03/08/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/16/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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