Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Andrew Botel is a financial advisor with Prospera Financial Services, Inc. Robert has been a financial advisor since 1994 and is registered with the state of Pennsylvania as both a broker-dealer and an investment advisor. Robert is a principal of the firm and has experience in various investment areas including portfolio management, financial planning, and pension consulting. Robert is also a trustee for two trusts and works closely with clients to ensure they are on track to meet their financial goals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
PA
06/20/2006 - Present
Prospera Financial Services, Inc. (BALA CYNWYD PA)
GA
01/27/1994 - 10/13/2006
PENN CENTER INVESTMENTS, INC. (ATLANTA GA)
IA
Issued 05/04/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/03/1999
Series 4 - Registered Options Principal Examination
BC
Issued 03/17/1997
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/23/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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