Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Anderson has been in the financial industry for 29 years. Robert is currently registered with Raymond James Financial Services Advisors, Inc. in Georgia and Texas. Robert has experience as a Registered Representative and Investment Adviser Representative. Robert specializes in providing financial advice to individuals, high net worth individuals, corporations or other businesses, and pension and profit-sharing plans. Robert also has experience in providing financial planning, pension consulting, and educational seminars.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
GA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (HIAWASSEE GA)
FL
05/12/1995 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NY
06/17/1993 - 05/12/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 04/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/1999
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/23/1999
Series 4 - Registered Options Principal Examination
BC
Issued 12/13/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 06/16/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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