Unclaimed
Robert Elmer is a financial professional with over 9 years of experience in the financial industry. Robert's current role is with Empower Advisory Group, LLC, where he is registered as a Registered Representative in 52 states and as an Investment Adviser Representative in 1 state. Robert is licensed to provide financial advice and products to individuals, corporations, businesses, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Robert has a strong track record of success in helping clients achieve their financial goals, and he is committed to providing personalized and comprehensive financial guidance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
CA
09/13/2022 - Present
Empower Advisory Group, LLC (REDDING CA)
CA
04/09/2021 - 12/09/2021
J.P. MORGAN SECURITIES LLC (REDDING CA)
CA
02/26/2018 - 01/11/2021
TD AMERITRADE, INC. (ROSEVILLE CA)
CA
07/17/2013 - 02/26/2018
SCOTTRADE, INC. (REDDING CA)
CA
11/01/2007 - 05/05/2009
LPL FINANCIAL CORPORATION (REDDING CA)
BOTH
Issued 05/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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