Unclaimed
Robert Budavich is a financial advisor with Allstate Financial Advisors, LLC. Robert has been in the financial industry since 1996 and is a Certified Financial Planner™ and Chartered Financial Consultant. Robert has experience working with individuals, corporations, and institutions. Robert has a broad range of experience in financial planning, portfolio management, and insurance.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Third party advisory fees
1
2
TX
03/06/2023 - Present
Allstate Financial Advisors, LLC (Spring TX)
TX
09/30/2020 - 03/12/2021
CUNA BROKERAGE SERVICES, INC. (SUGARLAND TX)
TX
09/03/2019 - 09/29/2020
MADISON AVENUE SECURITIES, LLC (The Woodlands TX)
TX
11/11/2016 - 07/29/2019
ALLSTATE FINANCIAL SERVICES, LLC (THE WOODLANDS TX)
TX
08/28/2015 - 09/25/2015
FROST BROKERAGE SERVICES, INC. (the woodlands TX)
TX
04/03/2008 - 07/29/2015
ALLSTATE FINANCIAL SERVICES, LLC (The Woodlands TX)
NV
01/10/2008 - 04/09/2008
NYLIFE SECURITIES LLC (LAS VEGAS NV)
NV
12/19/2006 - 12/06/2007
AIG FINANCIAL ADVISORS, INC. (LAS VEGAS NV)
NV
05/20/2004 - 11/30/2006
FINANCIAL WEST GROUP (LAS VEGAS NV)
NE
10/15/1996 - 05/14/2004
SECURITIES AMERICA, INC. (LAVISTA NE)
NJ
08/26/1993 - 10/25/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 05/07/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/25/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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