Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Nienaber is a financial advisor with over 25 years of experience in the financial services industry. Robert currently works with Lion Street Advisors, LLC, a firm headquartered in Austin, Texas. Robert has a broad range of experience in financial planning, portfolio management, and investment advisory services. He is also a Chartered Financial Consultant (ChFC). Robert’s previous experience includes working with firms such as Kestra Investment Services, LLC, BG Worldwide Securities, Inc., and Guardian Investor Services LLC. He has a long history of serving clients in California and across the nation.
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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CA
08/28/2019 - Present
Lion Street Advisors, LLC (Sacramento CA)
CA
01/27/2012 - 08/29/2019
KESTRA INVESTMENT SERVICES, LLC (SACRAMENTO CA)
CA
12/12/2011 - 01/09/2012
BG WORLDWIDE SECURITIES, INC. (WESTLAKE VILLAGE CA)
NY
05/07/2009 - 11/03/2011
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
CA
02/04/2009 - 04/13/2009
PHOENIX EQUITY PLANNING CORPORATION (ROSEVILLE CA)
CA
02/16/2006 - 02/04/2009
PHOENIX EQUITY PLANNING CORPORATION (ROSEVILLE CA)
CA
08/06/2001 - 03/08/2006
PRINCOR FINANCIAL SERVICES CORPORATION (ROSEVILLE CA)
CA
11/22/2000 - 07/02/2001
SYNDICATED CAPITAL, INC. (DIAMOND BAR CA)
NY
07/16/1999 - 12/06/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
MA
09/08/1998 - 07/06/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
10/25/1994 - 06/18/1998
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/25/1994 - 06/18/1998
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 11/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/24/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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