Unclaimed
Robert Cassin Muse is a financial advisor with Americana Partners, LLC, based in Houston, TX. Robert has over 20 years of experience in the financial services industry, specializing in investment management for individuals, businesses, pooled investment vehicles, and charitable organizations. Robert is registered with the state of Texas as an Investment Advisor Representative and holds Series 7, 24, 63, and 65 licenses. Before joining Americana Partners, LLC, Robert was employed by Purshe Kaplan Sterling Investments and Piper Jaffray & Co. Robert is committed to providing personalized financial advice and helping clients reach 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.
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
TX
11/16/2019 - Present
Americana Partners, LLC (HOUSTON TX)
TX
06/10/2019 - 06/30/2023
PURSHE KAPLAN STERLING INVESTMENTS (Houston TX)
TX
02/26/2016 - 06/21/2017
PIPER JAFFRAY & CO. (HOUSTON TX)
NA
01/21/1998 - 02/26/2016
SIMMONS & COMPANY INTERNATIONAL (LONDON )
IA
Issued 11/15/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2007
Series 24 - General Securities Principal Examination
BC
Issued 06/21/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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