Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Ybaben is an investment advisor representative registered in New Mexico and Texas. Robert Ybaben is associated with Independent Advisor Alliance, LLC. Robert Ybaben has been in the financial industry since 2002, and has held past registrations with CETERA ADVISOR NETWORKS LLC, WADDELL & REED, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and MORGAN STANLEY DW INC. The firm is separate from and independent of LPL Financial.
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.
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2
TX
02/14/2019 - Present
Independent Advisor Alliance, LLC (El Paso TX)
TX
12/11/2012 - 05/02/2016
CETERA ADVISOR NETWORKS LLC (EL PASO TX)
TX
09/03/2010 - 12/14/2012
WADDELL & REED, INC. (EL PASO TX)
TX
08/12/2004 - 09/07/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EL PASO TX)
NY
10/06/2002 - 08/11/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 10/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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