Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Anthony is a financial advisor with over 25 years of experience in the industry. Robert has a strong background in providing financial advice and portfolio management services to a variety of clients, including individuals, businesses, and institutions. Robert is a registered representative with B. Riley Wealth Advisors, Inc., and holds a Series 7, 24, 53, 63, and 65 licenses, as well as a Series 4, 9, and 10 licenses. Robert has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice. Robert is also dedicated to providing exceptional customer service and building lasting relationships with his clients.
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.
A percentage of the total value of assets under management is charged.
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2
TX
08/25/2022 - Present
B. Riley Wealth Advisors, Inc. (Houston TX)
TX
10/01/2012 - 09/16/2020
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
03/01/1999 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
TX
08/27/1997 - 03/01/1999
CHASE SECURITIES OF TEXAS, INC. (HOUSTON TX)
NY
06/18/1996 - 08/01/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 07/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/04/2013
Series 4 - Registered Options Principal Examination
BC
Issued 03/25/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/08/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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