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 a financial advisor for over 30 years. Robert began his career at Merrill Lynch, Pierce, Fenner & Smith Incorporated in 1986. Robert is a Certified Financial Planner and holds Series 7, Series 31, Series 63, and Series 65 licenses. Robert is currently an Investment Advisor Representative of Steward Partners Investment Advisory, LLC. Steward Partners is an independent wealth management firm headquartered in New York City. Steward Partners provides a wide range of financial services, including financial planning, investment management, and retirement 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.
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.
1
2
NY
05/25/2023 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
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 03/01/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1998
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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