Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Cordiak is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with RBC Capital Markets, LLC, and has been with the firm since 2015. Previously, Robert was employed with J.P. Morgan Securities LLC and RBC Capital Markets Corporation. Robert is registered to provide securities and investment advisory services to individuals and businesses in multiple states.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
TX
07/22/2015 - Present
RBC Capital Markets, LLC (DALLAS TX)
TX
05/15/2009 - 08/05/2015
J.P. MORGAN SECURITIES LLC (DALLAS TX)
TX
03/02/1998 - 05/29/2009
RBC CAPITAL MARKETS CORPORATION (DALLAS TX)
NA
01/02/1998 - 03/02/1998
DAIN RAUSCHER INCORPORATED
TX
08/12/1994 - 01/02/1998
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NJ
06/25/1986 - 08/16/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 10/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1986
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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