Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Paredes is an Investment Advisor Representative with Forvis Mazars Wealth Advisors, LLC. Robert is registered in both Kansas and Missouri. Robert has been a financial professional since 2012 and has held various positions at Citizens Bank & Trust, UMB Bank, and BKD Wealth Advisors. Robert also has experience in law, having worked at Paredes Law, LLC. Robert has earned the Series 65 - Uniform Investment Adviser Law Examination.
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.
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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MO
08/29/2019 - Present
Forvis Mazars Wealth Advisors, LLC (KANSAS CITY MO)
IA
Issued 08/29/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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