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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Emmer is a financial advisor with Raymond James Financial Services Advisors, Inc. Robert has been in the financial services industry since 1978 and has experience working with individuals, families, and businesses. Robert holds the Certified Financial Planner designation and has a variety of experience helping clients with retirement planning, investment management, and estate planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
08/12/2020 - Present
Raymond James Financial Services Advisors, Inc. (Richmond CA)
CA
05/26/2017 - 08/21/2020
GENEOS WEALTH MANAGEMENT, INC. (Richmond CA)
CA
09/08/2009 - 06/06/2017
LPL FINANCIAL LLC (RICHMOND CA)
CA
03/22/1988 - 09/08/2009
ASSOCIATED SECURITIES CORP. (RICHMOND CA)
NA
05/21/1985 - 03/08/1988
VAN KASPER & COMPANY
NA
02/22/1978 - 02/11/1985
EQUITEC SECURITIES COMPANY
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/1995
Series 24 - General Securities Principal Examination
BC
Issued 12/26/1978
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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