Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Sorensen is an investment advisor representative who is licensed to provide financial advice in California, Nevada, North Carolina, Oregon, and South Dakota. Robert has been in the financial industry since November 2012 and has worked with Valic Financial Advisors, Inc. since May 2015. Robert's previous experience includes working with Northwestern Mutual Investment Services, LLC, Stifel, Nicolaus & Company, Incorporated, and Allstate Financial Services, LLC. Robert provides financial planning services, portfolio management for individuals, and selects other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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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CA
07/31/2023 - Present
Valic Financial Advisors, Inc. (CHICO CA)
CA
03/27/2018 - 07/27/2023
ALLSTATE FINANCIAL SERVICES, LLC (Chico CA)
CA
06/12/2017 - 08/25/2017
STIFEL, NICOLAUS & COMPANY, INCORPORATED (REDDING CA)
CA
05/11/2015 - 06/16/2017
VALIC FINANCIAL ADVISORS, INC. (CHICO CA)
CA
04/07/2014 - 05/05/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHICO CA)
CA
10/01/2012 - 04/26/2013
J.P. MORGAN SECURITIES LLC (CHICO CA)
CA
05/09/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICO CA)
IA
Issued 06/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/06/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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