Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Best is an investment advisor representative registered with SPC, located in Ann Arbor, Michigan. Robert has been in the industry since 1986 and has a wide range of experience working with clients. Robert is also a licensed insurance agent and offers a variety of financial services and insurance products. Robert specializes in financial planning, pension consulting, educational seminars and portfolio management for individuals and businesses. Robert is also an Investment Advisor Representative for Royal Alliance Associates, Inc. based in Scottsdale, Arizona. Robert has also worked for Walnut Street Securities, Inc. in El Segundo, California, and First Investors Corporation in Edison, New Jersey.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
09/17/2019 - Present
SPC (ANN ARBOR MI)
AZ
11/06/1996 - 02/11/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CA
05/23/1990 - 11/09/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NJ
01/01/1987 - 05/25/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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