Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Williams is a financial advisor with over 15 years of experience in the financial services industry. Robert is currently registered with Raymond James Financial Services Advisors, Inc. in Chesapeake, Virginia. Robert has experience with a variety of investment products and services, including stocks, bonds, mutual funds, and annuities. Robert holds FINRA Series 6, 7, 63, and 66 securities licenses and is registered with the state of 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
VA
08/28/2024 - Present
Raymond James Financial Services Advisors, Inc. (Chesapeake VA)
VA
11/14/2018 - 10/17/2023
MML INVESTORS SERVICES, LLC (VIRGINIA BEACH VA)
VA
01/13/2017 - 10/12/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIRGINIA BEACH VA)
VA
09/21/2007 - 02/12/2008
WACHOVIA SECURITIES, LLC (VIRGINIA BEACH VA)
BOTH
Issued 03/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2017
Series 7 - General Securities Representative Examination
BC
Issued 09/20/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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