Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Donald Williams is an investment advisor representative with Sage Advisory Services Ltd. Co. Robert has over 24 years of experience in the financial services industry. Robert has a background in providing investment advisory services for individuals and families, corporations, and institutional clients. Prior to joining Sage Advisory Services, Robert held positions with UBS Financial Services Inc., MONY Securities Corporation, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Robert has a deep understanding of the financial markets and a commitment to providing clients with personalized financial advice.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Model provision strategies
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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TX
07/20/2004 - Present
Sage Advisory Services Ltd. Co. (AUSTIN TX)
NJ
03/07/2000 - 05/18/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
07/08/1998 - 03/03/2000
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
06/14/1996 - 05/06/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/1998
Series 24 - General Securities Principal Examination
BC
Issued 06/28/2000
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 06/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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