Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Charles Naber is an investment advisor representative with Managed Asset Portfolios, LLC. Robert has been in the industry since 1992, starting with H&R Block Financial Advisors, Inc. He has been with Managed Asset Portfolios, LLC since 2009. Robert is registered with the state of Arizona and holds Series 7, 8, 24, 63 and 65 licenses. He specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Robert has experience working with high-net-worth individuals, trusts, and offshore vehicles.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio management for trusts and offshore vehicles; model
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
AZ
08/17/2011 - Present
Managed Asset Portfolios, LLC (PHOENIX AZ)
AZ
07/16/2012 - 12/31/2013
MIDAMERICA FINANCIAL SERVICES, INC. (PHOENIX AZ)
NY
02/13/2012 - 03/09/2012
MATRIX CAPITAL GROUP, INC. (NEW YORK NY)
IL
06/24/2003 - 06/07/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (NAPERVILLE IL)
MI
06/10/1992 - 06/24/2003
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BC
Issued 02/09/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/04/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1994
Series 24 - General Securities Principal Examination
BC
Issued 09/22/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 06/08/1992
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Robert Naber is the right advisor for you? Invested Better is here to help.
