Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Warren is a financial advisor with Hightower Advisors, LLC. Robert has been in the financial industry since 2012 and has been a Registered Representative since 2014. Robert's areas of expertise include Financial Planning, Retirement Planning, and College Savings. Robert is also a Certified Financial Planner. Robert holds Series 7, 66 and SIE licenses. Robert has previously worked with Morgan Stanley and Ameriprise Financial Services, Inc.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
AL
07/25/2014 - Present
Hightower Advisors, LLC (Huntsville AL)
AL
10/11/2012 - 08/05/2014
MORGAN STANLEY (HUNTSVILLE AL)
AL
04/12/2012 - 07/03/2012
AMERIPRISE FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
BOTH
Issued 05/03/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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