Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Mabe is a financial advisor with over 25 years of experience in the industry. He has a strong track record of providing financial planning and investment management services to a diverse range of clients, including individuals, families, businesses, and charitable organizations. Robert holds the Series 7, 6, 63, and 65 securities licenses, as well as the SIE. He is currently registered with United Planners Financial Services of America, a firm that provides financial services to over 4,000 advisors and manages over $9 billion in assets. Previously, Robert worked at Woodbury Financial Services, Inc. and H. Beck, Inc. Robert also has experience in real estate management and cattle ranching.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
04/28/2018 - Present
United Planners' Financial Services OF America A Limited Partner (VICTORIA TX)
TX
02/02/2010 - 04/30/2018
H. BECK, INC. (VICTORIA TX)
TX
01/10/2000 - 02/02/2010
WOODBURY FINANCIAL SERVICES, INC. (VICTORIA TX)
NE
05/10/1995 - 01/31/2000
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 05/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/09/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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