Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert West is a financial advisor with over 13 years of experience in the industry. Robert is registered with Raymond James Financial Services Advisors, Inc. in Lufkin, TX, and holds multiple licenses including Series 7, 63, 65, 9, and 10. Robert's expertise lies in providing financial planning and investment advice to a wide range of clients including individuals, families, businesses, and corporations. Robert is committed to helping clients achieve their financial goals and has built a strong reputation for providing personalized and comprehensive financial services.
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
TX
10/24/2018 - Present
Raymond James Financial Services Advisors, Inc. (LUFKIN TX)
TX
06/05/2010 - 01/29/2015
SOUTHWEST SECURITIES, INC. (LUFKIN TX)
IA
Issued 10/12/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/04/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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