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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Radli is a financial advisor with Raymond James & Associates, Inc. based in Palm Beach Gardens, Florida. He has been in the industry since 1988. Robert has a diverse background in financial services, having worked with a variety of firms prior to joining Raymond James. Robert holds several licenses and certifications, including Series 7, 8, 10, 63 and 65. His current registrations include Florida.
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
FL
05/31/2011 - Present
Raymond James & Associates, Inc. (PALM BEACH GARDENS FL)
FL
10/09/2009 - 06/02/2011
RBC CAPITAL MARKETS, LLC (WEST PALM BEACH FL)
FL
10/17/1991 - 10/09/2009
J. B. HANAUER & CO. (WEST PALM BEACH FL)
NA
01/11/1985 - 03/17/1986
JOHN RADLI SECURITIES CO.,INC.
NA
03/06/1984 - 10/30/1984
RUSSELL & CO
NA
01/17/1984 - 02/01/1984
MOORE & SCHLEY MUNICIPALS, INC.
NA
11/24/1982 - 01/06/1984
MARKS, ALLEN & CO.
IA
Issued 07/12/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/12/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1991
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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