Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Eckert is a financial advisor with Raymond James & Associates, Inc. Robert has over 30 years of experience in the financial services industry and has held previous positions at Ameriprise Financial Services, Inc., Mid Atlantic Capital Corporation, Morgan Stanley Smith Barney, Citigroup Global Markets Inc. and UBS Financial Services Inc. Robert is registered in Colorado and holds a Series 7, Series 8, Series 63, Series 65 and SIE license. Robert specializes in providing financial advice to individuals, corporations, and other businesses.
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.
Please see note in schedule d - miscellaneous
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.
1
2
CO
01/03/2023 - Present
Raymond James & Associates, Inc. (DENVER CO)
MN
10/15/2012 - 07/17/2019
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
OH
12/07/2009 - 08/17/2012
MID ATLANTIC CAPITAL CORPORATION (COPLEY OH)
OH
06/01/2009 - 12/18/2009
MORGAN STANLEY SMITH BARNEY (AKRON OH)
OH
07/23/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (AKRON OH)
OH
06/24/1994 - 04/11/2007
UBS FINANCIAL SERVICES INC. (AKRON OH)
NY
12/17/1985 - 07/08/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 10/26/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/03/2023
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1986
Series 5 - Interest Rate Options Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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