Unclaimed
Robert Severin Harkson is a financial advisor with Advisory Alpha, LLC. Robert has been in the industry since December 2004, and has experience working with both individual and institutional clients. Robert is a Certified Financial Planner™ professional with over 15 years of experience in the financial services industry. Robert has a strong understanding of financial planning, investment management, and retirement planning. Advisory Alpha, LLC is a Registered Investment Advisor based in Holland, Michigan. They offer a variety of investment services including financial planning, portfolio management, and retirement planning. The firm serves a broad range of clients, including high-net-worth individuals, businesses, and institutions.
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.
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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WA
03/29/2019 - Present
Advisory Alpha, LLC (GIG HARBOR WA)
WA
12/13/2004 - 05/12/2016
THRIVENT INVESTMENT MANAGEMENT INC. (GIG HARBOR WA)
BOTH
Issued 03/31/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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