Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Vaughn Poppell is a financial advisor who has been in the industry since 1995. Robert is currently registered with Voya Financial Advisors, Inc. and holds Series 6, 7, 24 and 66 licenses. Robert has a strong background in financial planning and investment management and provides a range of services to individuals, businesses, and charitable organizations. Robert's previous employment was with ING FINANCIAL ADVISERS, LLC. Robert provides financial planning, educational seminars, and portfolio management services for individuals and businesses.
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.
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.
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.
1
2
FL
05/10/2022 - Present
Voya Financial Advisors, Inc. (TALLAHASSEE FL)
FL
02/21/1995 - 12/31/2010
ING FINANCIAL ADVISERS, LLC (TALLAHASSEE FL)
BOTH
Issued 02/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/17/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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