Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Thompson Powell is a financial advisor with Britehorn Securities. Robert has been in the industry since 2014. He holds Series 6, 7, 63, and 65 licenses and the SIE exam certification. Robert has a long history of working with clients in Colorado, California, Massachusetts, and several other states. Robert is a dedicated financial advisor with experience in various financial products.
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
CO
08/09/2021 - Present
Britehorn Securities (DENVER CO)
CA
06/25/2015 - 03/02/2017
BLACKROCK INVESTMENTS, LLC (SAN FRANCISCO CA)
MA
01/01/2014 - 05/27/2015
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
BC
Issued 05/10/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/02/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/13/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/27/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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