Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Tunnell is a financial advisor registered with Retirement Planners Of America in Plano, Texas. Robert has been in the industry since 2004 and holds the Series 7, Series 63 and Series 66 securities licenses. Robert specializes in providing financial planning and portfolio management for individuals and families. Robert is a Certified Financial Planner and is also a licensed Independent Insurance Agent. Robert has previously been employed by TD Ameritrade, Inc. and Fidelity Brokerage Services LLC.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
12/03/2013 - Present
Retirement Planners OF America (PLANO TX)
TX
12/05/2006 - 11/07/2013
TD AMERITRADE, INC. (FORT WORTH TX)
TX
10/15/2004 - 12/11/2006
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 02/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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