Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Stephenson is a financial professional with over six years of experience in the financial services industry. Robert is currently registered with Fifth Third Securities, Inc. as a Registered Representative and Investment Advisor Representative. Robert is also registered in Illinois and Indiana as a Registered Representative and Investment Advisor Representative. Robert has Series 6 and 63 licenses, as well as the Series 65 and SIE. Previously, Robert was a financial advisor for J.P. Morgan Securities LLC. Robert's areas of specialization are retirement planning, college savings, and estate planning. Robert is committed to providing personalized financial advice and guidance to help individuals and families achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
IN
11/04/2022 - Present
Fifth Third Securities, Inc. (RENSSELAER IN)
IN
01/02/2018 - 06/22/2022
J.P. MORGAN SECURITIES LLC (VALPARAISO IN)
IN
03/26/2016 - 12/18/2017
FIFTH THIRD SECURITIES, INC. (MERRILLVILLE IN)
IA
Issued 11/23/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/26/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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