Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Thomas Fortune is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with Charles Schwab & CO., Inc. and has previously worked with TD AMERITRADE, INC. and AMERITRADE, INC.. Robert holds a Series 63 and Series 7 license. Robert is licensed in 51 states. The individual currently resides in Omaha, Nebraska.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NE
06/16/2023 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
04/22/2006 - 05/19/2024
TD AMERITRADE, INC. (OMAHA NE)
NE
07/31/2002 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
BC
Issued 08/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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