Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Winfield Carter is a financial advisor with over 37 years of experience in the financial services industry. Robert is currently registered with Cambridge Investment Research Advisors, Inc. and has been in this role since January 2021. Previously, Robert was registered with Ameriprise Financial Services, LLC and Next Financial Group, Inc.. Robert holds a Series 7, Series 24 and Series 63 license and is registered in Florida and Georgia. Robert specializes in providing financial planning, pension consulting, educational seminars, market timing services, and portfolio management for individuals and businesses.
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
GA
01/19/2021 - Present
Cambridge Investment Research Advisors, Inc. (Savannah GA)
GA
03/13/2017 - 01/19/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Atlanta GA)
GA
11/06/2002 - 03/13/2017
NEXT FINANCIAL GROUP, INC. (ATLANTA GA)
GA
08/21/1984 - 11/06/2002
FSC SECURITIES CORPORATION (ATLANTA GA)
BC
Issued 09/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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