Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert David Zoda is an investment advisor representative at Compass Financial Management LLC and Zoda Financial, LLC. Robert has over 20 years of experience in the financial industry and is a Certified Financial Planner. Robert’s experience includes working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Robert is committed to providing clients with personalized financial advice and helping them reach their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
02/11/2025 - Present
Compass Financial Management LLC (MONTGOMERY TX)
TX
06/14/2013 - 06/19/2020
PURSHE KAPLAN STERLING INVESTMENTS (CONROE TX)
TX
09/04/2009 - 06/14/2013
SWS FINANCIAL SERVICES, INC. (CONROE TX)
TX
04/21/2008 - 09/09/2009
GUARANTY BROKERAGE SERVICES, INC. (HUNTSVILLE TX)
TX
04/07/2005 - 03/20/2008
PRIMEVEST FINANCIAL SERVICES, INC. (HUNTSVILLE TX)
CT
05/22/2002 - 04/13/2005
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
MN
03/22/2002 - 06/14/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/22/2002 - 06/14/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
12/03/1991 - 12/17/1992
FIDELITY BROKERAGE SERVICES, INC.
NA
05/27/1988 - 11/22/1991
QUEST CAPITAL STRATEGIES, INC.
NA
08/12/1987 - 11/30/1987
FIRST INVESTORS CORPORATION
BOTH
Issued 04/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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