Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Koba is a financial advisor with Raymond James Financial Services Advisors, Inc. Robert is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the industry since 2005. He is registered to provide investment advice in California and Texas. Robert has experience working with LPL FINANCIAL LLC, CUSO FINANCIAL SERVICES, LP, Mission Federal Credit Union, and New England Financial. Robert's clients include high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and banking or thrift institutions.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
03/01/2023 - Present
Raymond James Financial Services Advisors, Inc. (LA MESA CA)
CA
06/19/2017 - 09/18/2019
CUSO FINANCIAL SERVICES, L.P. (LA MESA CA)
CA
01/28/2015 - 06/26/2017
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
08/26/2013 - 01/06/2015
NEW ENGLAND SECURITIES (SAN DIEGO CA)
CA
10/21/2005 - 08/27/2013
PRUCO SECURITIES, LLC. (SAN DIEGO CA)
IA
Issued 01/10/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/20/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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