Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Echavarria is a financial advisor in San Antonio, Texas. Robert has been in the financial services industry since 2000. Robert is registered with Rockefeller Financial LLC and is licensed to provide financial advice in 46 states and the District of Columbia. Robert has a Series 7, Series 31, Series 66, and SIE licenses. Robert specializes in providing financial advice to individuals, businesses, and charitable organizations. Previously, Robert worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and BBVA Compass Investment Solutions, Inc.
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
TX
10/15/2021 - Present
Rockefeller Financial LLC (San Antonio TX)
TX
07/13/2012 - 10/19/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
TX
04/27/2007 - 07/19/2012
BBVA COMPASS INVESTMENT SOLUTIONS, INC (SAN ANTONIO TX)
TX
10/12/2000 - 05/02/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
BOTH
Issued 11/02/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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