Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert William Thompson is a financial professional with over 30 years of experience in the industry. Robert has a broad range of experience and expertise in various financial services areas. Robert is currently registered with Crossmark Global Investments, Inc. and has previously worked with Foreside Fund Services, LLC, Nuveen Securities, LLC, Hartford Funds Distributors, LLC, Hartford Life Distributors, LLC, Transamerica Capital, Inc., Evergreen Investment Services, Inc., Seligman Advisors, Inc., Aetna Investment Services, LLC, MFI Investments Corp., Independent Financial Securities, Inc., National City Investments Corporation, PaineWebber Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Hibbard Brown & Co., Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
OH
05/22/2024 - Present
Crossmark Global Investments, Inc. (Loveland OH)
ME
02/21/2020 - 03/05/2024
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
IL
04/11/2014 - 01/15/2020
NUVEEN SECURITIES, LLC (CHICAGO IL)
PA
12/03/2012 - 04/08/2014
HARTFORD FUNDS DISTRIBUTORS, LLC (WAYNE PA)
CT
02/07/2011 - 12/03/2012
HARTFORD LIFE DISTRIBUTORS, LLC (HARTFORD CT)
OH
05/29/2007 - 01/26/2011
TRANSAMERICA CAPITAL, INC. (LOVELAND OH)
NC
08/19/2003 - 05/22/2007
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MA
08/09/2001 - 07/14/2003
SELIGMAN ADVISORS, INC. (BOSTON MA)
CT
08/08/1997 - 08/09/2001
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
OH
03/04/1996 - 06/24/1997
MFI INVESTMENTS CORP. (BRYAN OH)
NA
05/23/1994 - 08/05/1994
INDEPENDENT FINANCIAL SECURITIES, INC.
NA
07/07/1993 - 08/04/1994
NATIONAL CITY INVESTMENTS CORPORATION
NJ
07/08/1992 - 07/20/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
11/21/1990 - 07/14/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/18/1989 - 11/29/1990
HIBBARD BROWN & CO., INC. (NEW YORK NY)
BOTH
Issued 08/06/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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