Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Francis Browne is a financial advisor with over 30 years of experience in the industry. Robert has served as a financial advisor for various firms including A.G. Edwards & Sons, Inc., Smith Barney Inc., and Wells Fargo Clearing Services, LLC. He is currently registered with Robert W. Baird & Co. Inc. and has active registrations in Florida, New Jersey and Texas. Robert is a Series 7, Series 10, Series 9, Series 63, and Series 65 licensed professional. He offers a wide range of investment products and services, including financial planning, portfolio management, and investment advisory services. Robert is committed to helping his clients achieve their financial goals and objectives.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
NJ
12/15/2016 - Present
Robert W. Baird & Co. Inc. (Florham Park NJ)
NJ
01/01/2008 - 01/04/2017
WELLS FARGO CLEARING SERVICES, LLC (SHORT HILLS NJ)
NJ
07/13/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FAIRFIELD NJ)
NY
05/25/1995 - 07/13/1995
SMITH BARNEY INC. (NEW YORK NY)
NJ
02/27/1989 - 06/13/1995
HALPERT AND COMPANY, INC. (MILLBURN NJ)
IA
Issued 12/05/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/16/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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