Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Raab is a financial advisor at Newbridge Financial Services Group, Inc. Robert has over 40 years of experience in the financial services industry. Robert is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative (IAR). Robert is also registered with FINRA and holds the Series 7, Series 7TO, Series 63, and SIE licenses. Robert is dedicated to providing personalized financial advice to his clients.
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.
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.
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.
Promoter fees
1
2
FL
03/09/2007 - Present
Newbridge Financial Services Group, Inc. (BOCA RATON FL)
FL
07/01/2003 - 09/12/2006
WACHOVIA SECURITIES, LLC (BOCA RATON FL)
NY
10/04/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
08/13/1981 - 10/18/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 01/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1977
PC - AMEX Put and Call Exam
BC
Issued 01/15/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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