Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Joseph Abraham is an active Investment Advisor Representative with Mariner Wealth. Robert is a Registered Representative and has been in the industry since September 2019. Robert holds a Series 66 license and has previously held various other licenses, including Series 3, 4, 7TO, 9, 10, 34, and 57TO. Robert has worked with firms such as TD Ameritrade, Charles Schwab & Co., Inc., and Mariner Wealth Advisors. Robert has experience in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, high-net-worth individuals, businesses, charitable organizations, and pension and profit-sharing 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.
Family office services
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
KS
09/12/2023 - Present
Mariner Wealth (OVERLAND PARK KS)
CO
08/27/2020 - 08/22/2022
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
CO
09/06/2019 - 08/11/2020
TD AMERITRADE, INC. (FORT COLLINS CO)
BOTH
Issued 09/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2021
Series 4 - Registered Options Principal Examination
BC
Issued 05/11/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/01/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/03/2022
Series 57TO - Securities Trader Exam
BC
Issued 03/09/2022
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 12/11/2020
Series 3 - National Commodity Futures Examination
BC
Issued 09/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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