Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Herdina is an investment advisor representative with Fidelity Personal And Workplace Advisors. Robert has been in the industry since June 5, 2004. Robert is registered with FINRA, the state of Georgia, and the state of Texas. Robert has previously worked with Entoro Securities, LLC, Park Avenue Securities LLC, Krieger Financial Services, Inc., Joseph Charles & Assoc., Inc., Corporate Securities Group, Inc., Paragon Capital Corporation, Lehman Brothers Inc., Stoneworth Securities, Inc., and Global America Incorporated. Robert holds Series 63, 66, 53, 24, 7, 1, and SIE licenses. Robert's specializations include financial planning, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Robert provides services to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations.
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.
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.
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
FL
10/25/2022 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
TX
04/10/2020 - 09/20/2022
ENTORO SECURITIES, LLC (HOUSTON TX)
GA
03/29/2017 - 05/01/2018
PARK AVENUE SECURITIES LLC (ATLANTA GA)
FL
12/13/1999 - 01/02/2001
KRIEGER FINANCIAL SERVICES, INC. (DELRAY BEACH FL)
FL
10/14/1992 - 11/05/1999
JOSEPH CHARLES & ASSOC., INC. (BOCA RATON FL)
MO
01/07/1992 - 10/13/1992
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
NJ
07/02/1991 - 01/06/1992
PARAGON CAPITAL CORPORATION (EAST HANOVER NJ)
NY
04/10/1991 - 07/24/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
GA
02/22/1991 - 04/16/1991
STONEWORTH SECURITIES, INC. (ATLANTA GA)
NA
05/05/1989 - 02/14/1991
GLOBAL AMERICA INCORPORATED
NY
02/10/1986 - 05/08/1989
D. H. BLAIR & CO., INC. (NEW YORK NY)
BOTH
Issued 06/26/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/05/1996
Series 24 - General Securities Principal Examination
BC
Issued 05/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/24/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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