Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Harry Stahler is an investment advisor representative associated with Avantax Advisory Services. Robert Stahler has been in the industry since February 9, 1997 and has worked with Avantax Advisory Services since November 1997. Robert Stahler has a total of 12 approved state registrations, including Maryland, Florida, and Pennsylvania. Avantax Advisory Services is a registered investment advisor with offices in Dallas, Texas and Cockeysville, Maryland. The firm provides financial planning, portfolio management, and other services to a wide range of clients. The firm has over 1700 employees, and manages over 40 billion in assets.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MD
01/01/1999 - Present
Avantax Advisory Services (COCKEYSVILLE MD)
BC
Issued 12/11/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/12/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/09/1999
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 02/07/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Stahler is the right advisor for you? Invested Better is here to help.
