Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Foland is a registered investment advisor representative with Householder Group Estate & Retirement Specialists. Robert has been in the securities industry since 1987 and has been affiliated with the current firm since 2013. Robert also provides investment advisory services through Householder Group Estate & Retirement Specialists. Robert has a strong background in financial planning and portfolio management. Robert is committed to helping clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
Portion of third party manager fees
1
2
CO
11/15/2022 - Present
Householder Group Estate & Retirement Specialists (CENTENNIAL CO)
CO
07/27/2009 - 11/20/2013
SECURITIES SERVICE NETWORK, INC. (CENTENNIAL CO)
CO
10/31/2005 - 07/29/2009
SAGEPOINT FINANCIAL, INC. (CENTENNIAL CO)
AZ
11/02/2000 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
SC
07/31/1997 - 11/08/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
11/25/1987 - 08/05/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/25/1987 - 08/05/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/14/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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