Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Robertson is a financial advisor with over 30 years of experience in the industry. Robert is registered with Cambridge Investment Research Advisors, Inc. Robert has a strong background in financial planning, portfolio management, and retirement planning. Robert is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Robert's previous experience includes working with HD Vest Investment Services, G. A. Reppe & Company, FSC Securities Corporation, The Investment Center, Inc., and ISFA Corporation. Robert also holds the Series 7, Series 24, Series 63, and Series 65 licenses, as well as the Certified Financial Planner designation.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MD
06/03/2019 - Present
Cambridge Investment Research Advisors, Inc. (Westminster MD)
MD
01/03/2017 - 06/14/2019
HD VEST INVESTMENT SERVICES (Westminster MD)
MD
10/11/2007 - 12/31/2016
HD VEST INVESTMENT SERVICES (Westminster MD)
MD
01/09/2002 - 10/18/2007
G. A. REPPLE & COMPANY (WESTMINSTER MD)
GA
08/03/1993 - 01/04/2002
FSC SECURITIES CORPORATION (ATLANTA GA)
NJ
01/08/1991 - 08/02/1993
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
NJ
12/05/1989 - 12/31/1990
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
WI
09/11/1987 - 12/18/1989
ISFA CORPORATION (APPLETON WI)
NA
03/19/1986 - 08/06/1987
LEGG MASON WOOD WALKER, INCORPORATED
IA
Issued 09/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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