Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Warren is a financial advisor who has been in the industry since 1992. Currently, Robert is registered with GWN Securities Inc. in Danville, Virginia. Robert has also been registered with Great American Advisors, Inc., PMG Securities Corporation, Washington Square Securities, Inc., Aragon Financial Services, Inc., MTL Equity Products, Inc., and Jefferson-Pilot Investor Services, Inc. throughout his career.
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.
Helps you choose top advisors aligned with your financial goals.
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.
In lieu of hourly fee, ia can charge a flat fee
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2
VA
07/01/2010 - Present
GWN Securities Inc. (DANVILLE VA)
VA
02/15/2005 - 07/01/2010
GREAT AMERICAN ADVISORS, INC. (DANVILLE VA)
IL
01/02/2001 - 02/15/2005
PMG SECURITIES CORPORATION (ELGIN IL)
CT
09/03/1996 - 12/31/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CA
11/16/1994 - 09/06/1996
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
AZ
07/06/1994 - 11/16/1994
MTL EQUITY PRODUCTS, INC. (FOUNTAIN HILLS AZ)
NA
03/19/1987 - 10/11/1988
JEFFERSON-PILOT INVESTOR SERVICES, INC.
IA
Issued 11/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/05/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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