Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert James Hobson is a financial advisor registered with UBS Financial Services Inc. Robert is also registered as an Investment Advisor Representative. Robert has been in the industry for over 3 years. Prior to joining UBS Financial Services Inc., Robert worked with Oppenheimer & Co. Inc. in Vienna, VA. Robert is licensed to provide securities and investment advisory services in multiple states across the country. Robert has passed the Series 66, Series 7TO, Series 99TO, and SIE exams and has been recognized with 1 state designation. Robert specializes in working with individuals, high net worth individuals, corporations, and pension plans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
DC
06/17/2024 - Present
UBS Financial Services Inc. (WASHINGTON DC)
VA
06/24/2023 - 06/07/2024
OPPENHEIMER & CO. INC. (VIENNA VA)
BOTH
Issued 01/08/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2023
Series 99TO - Operations Professional Examination
BC
Issued 06/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/30/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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