Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert D. Rice is a financial advisor with Raymond James Financial Services Advisors, Inc. Robert has been working in the financial industry since 2014 and has experience at both Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. He holds the Series 7 and Series 66 licenses. Robert is registered to offer investment advice in 20 states including Ohio, Texas, California, Florida, and Georgia. He is also a registered investment advisor in Ohio and Texas. Robert offers a variety of financial planning services including portfolio management for individuals and businesses, pension consulting, and educational seminars. He is also an owner of Platinum Family Wealth, LLC, a support company that manages business expenses.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OH
04/19/2022 - Present
Raymond James Financial Services Advisors, Inc. (Mansfield OH)
OH
09/10/2014 - 10/27/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MANSFIELD OH)
BOTH
Issued 10/15/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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