Unclaimed
Robert Workman has over 50 years of experience in the financial services industry. Robert is currently registered with The O.n. Equity Sales Co., where he has been employed since December 1990. Robert has held previous positions at Ameritas Investment Corp. and Penn Mutual Equity Services, Inc. Robert is a Series 7TO, Series 63, and Series 1 licensed professional. Robert is registered in Arizona.
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.
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.
1
2
AZ
12/19/1990 - Present
THE O.n. Equity Sales Co. (TUCSON AZ)
NE
06/23/1986 - 11/13/1990
AMERITAS INVESTMENT CORP. (LINCOLN NE)
NA
11/13/1973 - 07/07/1986
PENN MUTUAL EQUITY SERVICES, INC.
BC
Issued 06/29/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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