Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Ortbals is an investment advisor representative currently registered with Concurrent Investment Advisors, LLC. Robert has been in the financial services industry since 1997 and has experience with a variety of financial products and services, including retirement planning, investment management, and financial planning for individuals and businesses. Robert has held previous positions at several prominent financial institutions including Raymond James Financial Services, Inc., Wells Fargo Advisors, LLC, NFP Securities, Inc., GBS Retirement Services, Inc. and CitiStreet Equities LLC. Robert is registered with the state of California as an Investment Advisor Representative.
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.
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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2
FL
05/31/2023 - Present
Concurrent Investment Advisors, LLC (TAMPA FL)
CA
05/27/2016 - 06/05/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (SAN DIEGO CA)
CA
05/01/2008 - 06/01/2016
WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)
MO
01/11/2007 - 05/02/2008
NFP SECURITIES, INC. (ST.LOUIS MO)
IL
08/10/2001 - 12/31/2006
GBS RETIREMENT SERVICES, INC. (ROLLING MEADOWS IL)
NJ
12/04/2000 - 08/01/2001
CITISTREET EQUITIES LLC (SOMERSET NJ)
NJ
07/18/1997 - 11/20/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 05/12/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/11/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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