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 Mabry is a registered representative with Oppenheimer & Co. Inc. Robert is a seasoned professional with over two decades of experience in the financial industry. Having joined Oppenheimer in 2018, Robert brings a wealth of knowledge from previous roles at firms such as Raymond James & Associates, Inc., Knight Capital Americas LLC, Knight Capital Americas, L.P., Pali Capital, Inc., Morgan Stanley & Co., Incorporated, and Salomon Smith Barney Inc..
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
NY
06/13/2018 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
04/09/2013 - 04/07/2017
RAYMOND JAMES & ASSOCIATES, INC. (NEW YORK NY)
NJ
07/02/2012 - 04/08/2013
KNIGHT CAPITAL AMERICAS LLC (JERSEY CITY NJ)
NJ
01/15/2010 - 07/02/2012
KNIGHT CAPITAL AMERICAS, L.P. (JERSEY CITY NJ)
NY
07/07/2003 - 01/13/2010
PALI CAPITAL, INC. (NEW YORK NY)
NY
03/10/2003 - 06/16/2003
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
06/04/2001 - 12/31/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 08/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Robert Mabry is the right advisor for you? Invested Better is here to help.
