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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 Jamison Packer is a financial advisor with over 25 years of experience in the financial services industry. Robert is currently registered with UBS Financial Services Inc. and has been with the firm since June 2004. Prior to joining UBS, Robert worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Robert specializes in providing financial planning, portfolio management and investment advisory services to a wide range of clients, including high-net-worth individuals, families, businesses, and institutions. Robert holds a variety of licenses and certifications, including Series 7, Series 10, Series 9, Series 65, and Series 66. Robert is also a member of the Fort Worth Country Day School's Annual Fund Committee and serves as the President of the Board of Directors for the Tarrant County Healing Shepherd Clinic.
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
TX
06/18/2004 - Present
UBS Financial Services Inc. (FT. WORTH TX)
NY
12/15/1997 - 06/23/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/29/2003
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/02/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/01/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2005
Series 3 - National Commodity Futures Examination
BC
Issued 12/10/1997
Series 7 - General Securities Representative 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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