Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Ibrahim has been in the financial services industry since 1991. Robert is currently registered with Steward Partners Investment Advisory, LLC and offers financial planning, investment advisory services. Robert has experience working with a wide range of clients including high-net-worth individuals, individuals, corporations, charitable organizations, and pension and profit-sharing plans. Robert is a Certified Financial Planner.
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.
Financial consulting
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
NJ
05/25/2023 - Present
Steward Partners Investment Advisory, LLC (SOMERVILLE NJ)
NJ
08/21/2019 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (Somerville NJ)
NJ
04/30/2013 - 08/26/2019
JANNEY MONTGOMERY SCOTT LLC (EDISON NJ)
NJ
05/08/2009 - 05/01/2013
WELLS FARGO ADVISORS, LLC (HILLSBOROUGH NJ)
NJ
09/30/2005 - 05/11/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (FLEMINGTON NJ)
NY
11/16/1992 - 11/04/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
01/04/1988 - 03/01/1988
HYM FINANCIAL, INC.
NA
11/05/1987 - 01/19/1988
BEARE BROTHERS & CO. INC.
NA
05/20/1986 - 03/06/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 3/1/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/26/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 11/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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