Unclaimed
Ismael Robledo is an Investment Advisor Representative with Steward Partners Investment Advisory, LLC. Ismael is also registered with the state of Texas as an Investment Advisor Representative. Ismael has been in the industry since 2003 and has experience with Raymond James Financial Services, Inc. and Morgan Stanley. Ismael provides financial planning, pension consulting and selection of other advisors services to individuals, high net worth individuals, corporations and other businesses, charitable organizations and pension and profit sharing plans. Ismael also offers educational seminars and market timing services.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
NY
03/28/2016 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
NY
03/04/2016 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
06/01/2009 - 03/28/2016
MORGAN STANLEY (NEW YORK NY)
NY
05/12/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 9/9/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/9/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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