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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 Aceves is a financial advisor with Edelman Financial Engines. Robert has over 11 years of experience in the financial services industry. Robert has a wide range of experience with clients including individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses. Robert is registered to provide investment advisory services in California and Washington.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
WA
09/13/2024 - Present
Edelman Financial Engines (FEDERAL WAY WA)
CA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (COSTA MESA CA)
CA
12/02/2015 - 04/22/2016
SANDERS MORRIS HARRIS LLC (COSTA MESA CA)
MI
07/12/2013 - 09/24/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FARMINGTON HILLS MI)
MI
10/01/2012 - 05/31/2013
J.P. MORGAN SECURITIES LLC (HUNTINGTON WOODS MI)
MI
02/24/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HUNTINGTON WOODS MI)
CA
03/26/2009 - 06/07/2011
CHASE INVESTMENT SERVICES CORP. (SANTA MONICA CA)
BOTH
Issued 02/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/25/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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