Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Williams is a financial advisor with Equitable Distributors, LLC. Robert has over 15 years of experience in the financial services industry. Robert holds the Series 6, SIE, and Series 63 licenses. Robert is currently registered with Equitable Distributors, LLC in North Carolina.
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.
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2
NC
03/05/2019 - Present
Equitable Distributors, LLC (Charlotte NC)
FL
09/04/2009 - 05/01/2017
TRANSAMERICA FINANCIAL ADVISORS, INC (ST PETERSBURG FL)
CA
03/22/2006 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
PA
05/06/2005 - 01/17/2006
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
CA
01/27/2003 - 05/12/2005
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
BC
Issued 05/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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