Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Ryder is an Investment Advisor Representative with Kingswood Wealth Advisors, LLC. Robert has been in the financial services industry since 1985. Robert has experience providing financial advice to high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, insurance companies, charitable organizations, and individuals other than high-net-worth individuals. Robert is registered with the state of New York. Robert offers hourly consulting, financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Hourly consulting
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
MD
07/28/2021 - Present
Kingswood Wealth Advisors, LLC (Severna Park MD)
NY
03/31/2015 - 06/05/2020
HSBC SECURITIES (USA) INC. (MANHASSET NY)
NY
10/01/2012 - 01/05/2015
J.P. MORGAN SECURITIES LLC (WILLISTON PARK NY)
NY
10/12/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GARDEN CITY NY)
NY
08/28/2008 - 11/10/2010
LPL FINANCIAL CORPORATION (JERICHO NY)
NY
06/21/2006 - 09/02/2008
ESSEX NATIONAL SECURITIES, INC. (HUNTINGTON STATION NY)
NY
10/05/2005 - 06/21/2006
PFIC SECURITIES CORPORATION (JERICHO NY)
TX
04/05/2004 - 10/05/2005
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
TN
01/24/2001 - 04/05/2004
PFIC SECURITIES CORPORATION (FRANKLIN TN)
NJ
10/06/2000 - 01/11/2001
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
06/01/1992 - 10/12/2000
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
05/17/1993 - 07/17/1995
FINANCIAL HORIZONS SECURITIES CORPORATION
NA
11/09/1990 - 06/01/1992
CITICORP FINANCIAL SERVICES,INC.
NY
08/29/1989 - 11/07/1990
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
08/29/1989 - 11/07/1990
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NE
06/25/1985 - 09/01/1989
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY (OMAHA NE)
IA
Issued 11/26/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1991
Series 7 - General Securities Representative Examination
BC
Issued 06/06/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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