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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 Erik Hahne is a financial advisor with Raymond James & Associates, Inc. Robert has been in the financial services industry since 1995 and holds a number of licenses and certifications, including Series 3, 7, 50, 53, 63, 79TO and SIE. Robert has worked with a variety of clients, including individuals, corporations, and institutions. Robert offers a variety of services, including financial planning, portfolio management, and investment banking. Robert has worked at several firms in the past, including MORGAN KEEGAN & COMPANY, INC., DEUTSCHE BANK SECURITIES INC., MELLON FINANCIAL MARKETS, INC., NATIONSBANC-CRT SERVICES, INC., and NATIONSBANC CAPITAL MARKETS, INC.. Robert has worked with clients in a number of states, including California, Florida, Georgia, Idaho, Maryland, Minnesota, South Carolina, Tennessee, and Virginia.
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.
Please see note in schedule d - miscellaneous
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
MD
11/14/2012 - Present
Raymond James & Associates, Inc. (Potomac MD)
MD
06/28/2006 - 03/14/2013
MORGAN KEEGAN & COMPANY, INC. (ROCKVILLE MD)
NY
11/18/1999 - 07/05/2006
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
12/16/1997 - 10/15/1999
MELLON FINANCIAL MARKETS, INC. (NEW YORK NY)
NY
08/02/1995 - 07/31/1996
NATIONSBANC-CRT SERVICES, INC. (NEW YORK NY)
NY
07/05/1994 - 08/11/1995
NATIONSBANC CAPITAL MARKETS, INC. (NEW YORK NY)
BC
Issued 09/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 11/18/2003
Series 3 - National Commodity Futures Examination
BC
Issued 07/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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