Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rob? Claim Your ProfileRob Marvin Sigler has been in the financial services industry since 1993. Rob is a registered investment advisor representative and has been working with Westshore Wealth since 2018. Before joining Westshore Wealth, Rob worked at UBS Securities LLC. Rob's areas of expertise include financial planning, pension consulting, and portfolio management for individuals.
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.
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
01/01/2025 - Present
Westshore Wealth (NEWPORT BEACH CA)
CA
11/19/2009 - 08/15/2017
UBS SECURITIES LLC (SAN FRANCISCO CA)
NY
04/17/2006 - 04/14/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/10/1997 - 04/12/2006
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
TX
01/12/1995 - 08/01/1995
VAN KAMPEN AMERICAN CAPITAL DISTRIBUTORS, INC. (HOUSTON TX)
NA
10/27/1993 - 01/12/1995
AMERICAN CAPITAL MARKETING, INC.
BC
Issued 10/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2010
Series 24 - General Securities Principal Examination
BC
Issued 08/15/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/31/2004
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 08/26/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/27/1997
Series 3 - National Commodity Futures Examination
BC
Issued 10/20/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/26/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Rob Sigler is the right advisor for you? Invested Better is here to help.
