Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Hrnicek is a financial advisor with over 20 years of experience in the financial services industry. Robert has held various positions at leading firms including Merrill Lynch, Citigroup, Morgan Stanley and Wells Fargo Advisors. Robert is currently affiliated with Raymond James Financial Services Advisors, Inc., providing financial advice to a wide range of clients, including individuals, families, businesses, and retirement plans. Robert's areas of expertise include financial planning, investment management, and retirement planning. Robert is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 24, Series 31, and Series 66 licenses.
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
TX
03/01/2022 - Present
Raymond James Financial Services Advisors, Inc. (Plano TX)
TX
10/23/2015 - 03/07/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ADDISON TX)
TX
06/01/2009 - 10/28/2015
MORGAN STANLEY (PLANO TX)
TX
09/14/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
TX
11/21/2001 - 09/17/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
BOTH
Issued 12/05/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 11/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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