Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Halterman is a financial advisor with over 20 years of experience in the financial services industry. Robert is registered with Edward Jones and holds the Series 7, Series 6, and Series 63 licenses. Robert is also a Certified Financial Planner. Robert previously worked with MetLife Securities Inc., Metropolitan Life Insurance Company, MetLife Investors Distribution Company, and Woodbury Financial Services, Inc. Robert specializes in working with individual and business clients. He provides financial planning, portfolio management, and selection of other advisors services to his clients.
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.
See schedule d - miscellaneous
1
2
MO
12/20/2018 - Present
Edward Jones (ST CHARLES MO)
MO
10/15/2012 - 10/15/2012
EDWARD JONES (ST. LOUIS MO)
MO
11/09/2005 - 07/16/2012
METLIFE SECURITIES INC. (CHESTERFIELD MO)
MO
11/09/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (CHESTERFIELD MO)
NY
12/11/2004 - 11/29/2005
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
CA
04/05/2004 - 12/11/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
MN
07/16/2001 - 04/22/2002
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BC
Issued 07/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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