Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Harris is a financial advisor with over 20 years of experience in the industry. Robert has worked at several prominent firms, including UBS Financial Services Inc. and Merrill Lynch. Robert is currently affiliated with Hightower Advisors, LLC. Robert is registered as an Investment Advisor Representative (IAR) in Texas. Robert is also a Certified Financial Planner. Robert holds the Series 7, Series 31, Series 52, Series 63 and Series 65 licenses.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
TX
06/12/2023 - Present
Hightower Advisors, LLC (Houston TX)
TX
06/30/2000 - 09/17/2019
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
NY
05/13/1998 - 07/07/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
01/02/1997 - 06/29/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MI
08/26/1996 - 01/14/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 02/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 11/14/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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