Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Karras is an investment advisor representative registered with MAI Capital Management, LLC. Robert has been in the industry for over 30 years and has a strong background in financial planning. Robert has also held previous roles with LinSCO/Private Ledger Corp. and MetLife Securities Inc. Robert is a Certified Financial Planner and a Chartered Financial Consultant. He specializes in providing financial planning and investment management services to individuals, businesses, and high-net-worth clients. Robert is dedicated to providing personalized financial advice and helping 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.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
OH
05/02/2024 - Present
MAI Capital Management, LLC (CLEVELAND OH)
SC
04/13/1995 - 11/11/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MA
11/10/1986 - 04/18/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/10/1984 - 04/18/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 07/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/09/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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