Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Stevens is a registered Investment Advisor Representative in Oklahoma. Robert works for Knights of Columbus Asset Advisors LLC. Robert has been in the industry since September 2015. Robert has passed the Series 65 Uniform Investment Adviser Law Examination. Robert also works for Knights of Columbus Insurance and is an insurance sales agent.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
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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OK
03/08/2021 - Present
Knights OF Columbus Asset Advisors LLC (Shawnee OK)
IA
Issued 03/08/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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