Unclaimed
Robert Tinker is a financial advisor with Ally Invest Advisors in Lewisville, TX. Robert has been in the industry since February 6, 2018. Robert is registered with the state of Texas as a registered investment advisor and a registered representative. Robert has a Series 63 and 66 license, as well as a Series 7 and SIE license. Robert is also a member of the Financial Industry Regulatory Authority (FINRA).
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
10/07/2021 - Present
Ally Invest Advisors (Lewisville TX)
TX
04/27/2017 - 05/18/2020
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 05/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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