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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Christopher Hobaica is an investment advisor representative at World Investment Advisors, LLC. Robert is also registered with Courier Capital, LLC. Robert has been in the securities industry since 1996. Robert holds Series 63, Series 65 and Series 7 licenses and is registered with the states of New York and Tennessee. Robert has experience in the investment advisory field, providing services to high net worth individuals, corporations, investment companies, pension and profit-sharing plans and charitable organizations. Robert provides financial planning, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment 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.
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.
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.
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2
TN
04/14/2023 - Present
World Investment Advisors, LLC (Brentwood TN)
TX
12/19/1997 - 08/23/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
LA
07/14/1997 - 11/14/1997
LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)
TX
02/28/1997 - 07/16/1997
U.S. CLEARING CORP. (DALLAS TX)
NY
07/10/1996 - 03/13/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 04/26/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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