Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Borden is a financial advisor with over 20 years of experience in the industry. Robert is a Certified Financial Planner and holds Series 6, 7, 24, 65 and 66 licenses. Robert's areas of expertise include financial planning, portfolio management, and retirement planning. Robert currently works at Mariner Wealth Advisors, a firm specializing in wealth management services for individuals, families, and businesses.
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.
Family office services
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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TX
02/10/2022 - Present
Mariner Wealth (Amarillo TX)
TX
09/05/2005 - 05/17/2006
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
TX
03/12/1999 - 06/25/1999
A I M DISTRIBUTORS, INC. (HOUSTON TX)
IA
Issued 09/08/2011
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/25/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2005
Series 24 - General Securities Principal Examination
BC
Issued 09/02/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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