Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Abel is a financial advisor who has been working in the industry since 2000. Robert has been with Edward Jones since 2006. Robert is registered with FINRA and holds a Series 7, Series 31 and Series 66 license. Robert also has a Series SIE license. Robert is registered as an investment advisor in 24 states, including Oklahoma, Texas, California, Colorado, and Florida. Robert is based in Oklahoma City, Oklahoma and specializes in working with individual investors, businesses, high net worth individuals, and corporations. Prior to joining Edward Jones, Robert worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
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.
See schedule d - miscellaneous
1
2
OK
08/26/2014 - Present
Edward Jones (OKLAHOMA CITY OK)
OK
09/07/2000 - 11/28/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OKLAHOMA CITY OK)
BOTH
Issued 09/28/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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