Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Glass is an Investment Advisor Representative at Mariner Wealth Advisors, with experience in the financial industry dating back to 2008. Robert is registered as an Investment Advisor Representative in the District of Columbia, Maryland, Pennsylvania, and Virginia. Robert has held previous roles at firms such as EF Legacy Securities, LLC, Edelman Financial Services, LLC, and Sanders Morris Harris LLC. Robert is a Certified Financial Planner and holds FINRA Series 6, 7, 63, and 65 licenses and the SIE exam.
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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VA
05/17/2022 - Present
Mariner Wealth (McLean VA)
VA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (ALEXANDRIA VA)
VA
09/03/2014 - 04/22/2016
SANDERS MORRIS HARRIS LLC (FAIRFAX VA)
DC
02/19/2013 - 09/03/2014
ICMA-RC SERVICES, LLC (WASHINGTON DC)
CA
01/03/2011 - 05/27/2011
WELLS FARGO ADVISORS, LLC (SOUTH LAKE TAHOE CA)
CA
05/19/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SOUTH LAKE TAHOE CA)
NV
10/06/2008 - 04/03/2009
NYLIFE SECURITIES LLC (RENO NV)
IA
Issued 06/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/04/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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