Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert J. Vorbeck is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with D.A. Davidson & Co., where Robert specializes in financial planning, portfolio management, and pension consulting. Previously, Robert worked at UBS Financial Services Inc. and Piper Jaffray & Co. Robert is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
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.
1
2
ID
03/20/2023 - Present
D.a. Davidson & Co. (EAGLE ID)
ID
08/12/2006 - 03/27/2023
UBS FINANCIAL SERVICES INC. (BOISE ID)
ID
06/18/1999 - 08/12/2006
PIPER JAFFRAY & CO. (BOISE ID)
NY
06/02/1997 - 06/22/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/15/1993 - 07/15/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 10/28/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 11/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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