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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 Seidel is a financial advisor who has been in the industry for over 15 years. He is registered with the state of South Carolina and Texas as an Investment Advisor Representative. Robert Seidel currently works for World Investment Advisors, LLC, where he specializes in financial planning, pension consulting, and portfolio management. His clients include high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Robert Seidel has a strong track record of success in helping his clients achieve their financial goals.
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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CA
10/21/2024 - Present
World Investment Advisors, LLC (SANTA BARBARA CA)
CO
08/25/2015 - 06/30/2023
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
SC
09/27/2007 - 03/30/2009
SECURIAN FINANCIAL SERVICES, INC. (DANIEL ISLAND SC)
MD
07/13/2007 - 09/20/2007
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
BC
Issued 09/25/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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