Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Plundo is an investment advisor representative currently registered with Fisher Investments. Robert has been working in the financial services industry since March 2010. Robert has worked for other firms in the past, including Thrivent Investment Management Inc, Merrill Lynch, Pierce, Fenner & Smith Incorporated, BBVA Securities Inc, and BBVA Compass Investment Solutions, 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.
Comprehensive financial plans to help you achieve your personal and business 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.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
01/14/2021 - Present
Fisher Investments (PLANO TX)
TX
10/03/2019 - 12/18/2020
THRIVENT INVESTMENT MANAGEMENT INC. (HOUSTON TX)
TX
10/22/2015 - 02/20/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LEAGUE CITY TX)
TX
05/16/2013 - 09/25/2015
BBVA SECURITIES INC. (FRIENDSWOOD TX)
TX
08/14/2012 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (SPRING TX)
BOTH
Issued 11/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/13/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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