Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Limmer is a financial advisor at Wedbush Securities Inc. Robert has been working in the financial industry for over 35 years. Robert holds licenses for Series 3, 5, 7, 8, 9, 10, 15, 63, 65, 99TO, and SIE exams. Robert also holds registrations in California, New Jersey, New York, and Rhode Island. Robert offers advisory services, such as portfolio management for individuals and businesses, pension consulting, educational seminars, and financial 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.
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.
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.
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2
NY
08/04/2021 - Present
Wedbush Securities Inc. (NEW YORK NY)
NJ
09/10/2018 - 07/10/2019
LPL FINANCIAL LLC (PARAMUS NJ)
NY
04/11/2008 - 12/31/2017
UBS FINANCIAL SERVICES INC. (MELVILLE NY)
NY
08/21/2007 - 04/15/2008
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW YORK NY)
NY
06/12/2006 - 08/21/2007
RYAN BECK & CO. (NEW YORK NY)
NY
07/01/2003 - 06/09/2006
WACHOVIA SECURITIES, LLC (NEW YORK NY)
NY
03/20/1989 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/23/1986 - 04/17/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
03/25/1986 - 05/01/1986
DENTON & COMPANY, INCORPORATED
IA
Issued 10/26/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/23/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 02/17/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1994
Series 15 - Foreign Currency Options Examination
BC
Issued 12/02/1994
Series 5 - Interest Rate Options Examination
BC
Issued 06/23/1986
Series 3 - National Commodity Futures Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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