Unclaimed
Robert Butler is a financial advisor with Mariner Wealth. Robert has been in the financial services industry for over 7 years. Robert has a Series 66, Series 7, and SIE. Robert is also a Certified Financial Planner. Robert specializes in helping individuals, families, businesses, and institutions with their financial planning needs. Robert is committed to providing personalized financial advice and working with his clients to achieve their financial goals. Robert's previous experience includes working at Mercer Allied Company, L.P., Cedar Rowe Partners, and Mariner Wealth.
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.
Family office services
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.
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2
GA
02/20/2020 - Present
Mariner Wealth (Atlanta GA)
GA
08/01/2013 - 10/21/2016
MERCER ALLIED COMPANY, L.P. (ATLANTA GA)
BOTH
Issued 08/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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