Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bouvier is a financial advisor with Edward Jones. Robert has been in the financial industry since 2000 and has a strong background in investment and financial planning. Robert holds the Series 66, Series 7 and SIE licenses. Robert has also earned the Certified Financial Planner designation. Prior to joining Edward Jones, Robert worked for SWBC Investment Services, LLC and CUNA Brokerage Services, Inc. Robert has experience working with individuals, businesses, and corporations to develop and implement financial plans. Robert is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TX
10/09/2015 - Present
Edward Jones (ALVIN TX)
TX
05/20/2009 - 08/31/2015
SWBC INVESTMENT SERVICES, LLC (HOUSTON TX)
TX
10/20/2000 - 01/04/2008
CUNA BROKERAGE SERVICES, INC. (HOUSTON TX)
NY
07/30/1999 - 11/06/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
07/30/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 10/08/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1999
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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