Unclaimed
Robert Armstrong is a financial advisor with Kestra Advisory Services, LLC. Robert Armstrong has been in the financial industry since 1984. Robert Armstrong provides financial planning, pension consulting and selection of other advisors. Kestra Advisory Services, LLC, provides financial planning, pension consulting, portfolio management for individuals, portfolio management for businesses, 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.
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.
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.
1
2
MI
08/24/2017 - Present
Kestra Advisory Services, LLC (Troy MI)
MI
08/13/2010 - 08/25/2017
WFG INVESTMENTS, INC. (TROY MI)
MI
10/05/2009 - 08/19/2010
AMERIPRISE FINANCIAL SERVICES, INC. (TROY MI)
MI
07/16/1990 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (TROY MI)
MO
10/11/1985 - 07/03/1990
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
06/08/1984 - 09/20/1985
EQUICO SECURITIES, INC.
NA
06/08/1984 - 09/20/1985
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 04/24/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/1998
Series 24 - General Securities Principal Examination
BC
Issued 07/16/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/03/1993
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 06/04/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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