Unclaimed
Robert Delambily is a financial professional with over 30 years of experience in the industry. Robert currently works for SPC. Robert is a Series 6, 7, 63 and 66 licensed advisor, and holds a SIE designation. Robert has experience working for a number of firms in the past, including Securian Financial Services, Inc., Investment Management & Research, Inc, Pruco Securities Corporation, The Prudential Insurance Company of America, Linsco/Private Ledger Corp., Linsco Financial Group, Inc., Monarch Securities, Inc., PML Securities Company, and Integrated Resources Equity Corporation.
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
06/05/2013 - Present
SPC (ANN ARBOR MI)
NJ
03/09/1994 - 08/04/2006
SECURIAN FINANCIAL SERVICES, INC. (COLLINGSWOOD NJ)
FL
01/24/1992 - 03/30/1994
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
NJ
01/01/1992 - 01/27/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
01/01/1992 - 01/27/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
SC
12/16/1989 - 12/06/1991
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
09/26/1989 - 12/16/1989
LINSCO FINANCIAL GROUP, INC.
NA
09/12/1985 - 09/01/1989
MONARCH SECURITIES, INC.
NA
08/24/1984 - 08/11/1988
PML SECURITIES COMPANY
NA
07/24/1986 - 05/10/1988
INTEGRATED RESOURCES EQUITY CORPORATION
BOTH
Issued 06/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/19/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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