Unclaimed
Robert Taylor Mann is an investment advisor representative who is currently registered with First Georgetown Securities, Inc. Robert has been working in the financial services industry since 1976. Robert has a broad range of experience and holds a number of licenses and certifications, including Series 7, Series 5, Series 55, Series 24, Series 4, Series 14 and Series 53. In addition, Robert is registered with the states of Virginia, Connecticut, Delaware, District of Columbia, Florida, Illinois, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas and Virginia.
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.
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.
1
2
VA
05/12/2008 - Present
First Georgetown Securities, Inc. (ALEXANDRIA VA)
NA
08/20/1982 - 06/24/1999
FIRST GEORGETOWN SECURITIES, INC.
NA
04/16/1979 - 10/11/1979
LAIDLAW ADAMS & PECK INC
NA
06/01/1976 - 05/17/1979
FIRST GEORGETOWN SECURITIES, INC.
BOTH
Issued 07/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 08/18/1982
Series 4 - Registered Options Principal Examination
BC
Issued 09/20/1979
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 05/15/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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