Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Markle is a financial professional with over 30 years of experience in the financial services industry. Robert is registered with Principal Securities, Inc. and has held licenses with other firms including MML Investors Services, LLC, Thrivent Investment Management Inc., and Lutheran Brotherhood Securities Corp. Robert is a licensed investment advisor in Oklahoma and Texas and holds several industry certifications, including Series 6, 7, 24, 51, 63 and 65. Robert offers a variety of financial services including financial planning, portfolio management for individuals, pension consulting, educational seminars, and selection of 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.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
OK
03/08/2021 - Present
Principal Securities, Inc. (Edmond OK)
TX
10/21/2014 - 06/16/2015
MML INVESTORS SERVICES, LLC (HOUSTON TX)
TX
07/01/2002 - 09/22/2014
THRIVENT INVESTMENT MANAGEMENT INC. (HOUSTON TX)
MN
09/16/1991 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 09/07/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2017
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/14/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/12/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Markle is the right advisor for you? Invested Better is here to help.
