Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Massa is a financial advisor with over 25 years of experience in the financial services industry. Robert is registered with the state of Texas as an Investment Advisor Representative with Prime Capital Financial. Robert has a deep understanding of the financial markets and specializes in portfolio management, retirement planning and financial planning. Robert has held previous positions with MBM Securities, Inc., Royal Alliance Associates, Inc., American General Financial Advisors, Inc., OppenheimerFunds Distributor, Inc., PaineWebber Incorporated, MML Investors Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Hibbard Brown & Co., Inc. Robert is committed to providing personalized financial advice to help clients achieve 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.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
KS
12/21/2017 - Present
Prime Capital Financial (OVERLAND PARK KS)
TX
07/25/2003 - 12/09/2010
MBM SECURITIES, INC. (HOUSTON TX)
AZ
08/04/2000 - 09/02/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
TX
07/29/1999 - 08/09/2000
AMERICAN GENERAL FINANCIAL ADVISORS, INC. (HOUSTON TX)
NY
10/01/1997 - 07/06/1999
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NJ
06/03/1996 - 09/09/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MA
12/22/1994 - 02/23/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
06/05/1992 - 11/22/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/16/1991 - 12/21/1991
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 11/15/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2003
Series 24 - General Securities Principal Examination
BC
Issued 07/15/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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