Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Douglas Barber is a financial advisor with Perennial Financial Services. Robert has been in the financial services industry since 2018. Robert is licensed to sell securities in California and has a Series 66, Series 7 and SIE license. Robert has prior experience with Raymond James Financial Services, Inc. and Edward Jones. Robert specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Robert also provides portfolio management services for investment companies and pooled investment vehicles. Robert is committed to providing personalized financial advice to his clients 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.
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.
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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2
CA
06/08/2021 - Present
Perennial Financial Services (LOS ANGELES CA)
CA
11/26/2019 - 06/09/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (ARROYO GRANDE CA)
MO
09/13/2018 - 12/05/2018
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 10/04/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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