Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Curran is a financial professional with over 20 years of experience in the industry. Robert is currently registered with Foreside Fund Services, LLC and is licensed to provide investment advice in all 50 states. Robert has a strong background in investment company products and variable contracts, having passed the Series 6TO, Series 6, and Series 26 exams. Robert has previously worked with Principal Funds Distributor, Inc. and Franklin/Templeton Distributors, Inc.
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
CA
04/16/2022 - Present
Foreside Fund Services, LLC (San Francisco CA)
CA
05/18/2004 - 02/09/2007
PRINCIPAL FUNDS DISTRUBUTOR, INC. (EL DORADO HILLS CA)
CA
09/10/2003 - 04/20/2004
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
CA
04/16/1998 - 10/31/2001
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BC
Issued 04/25/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/15/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/05/2022
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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