Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Brust is a financial advisor with over 25 years of experience in the industry. Robert currently works for Raymond James Financial Services Advisors, Inc. in Ponte Vedra Beach, Florida. Robert has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, LLC and Citigroup Global Markets Inc., also in Ponte Vedra Beach, Florida. Robert holds both a Series 7 and a Series 63 license as well as a Series 65 license.
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
FL
02/26/2021 - Present
Raymond James Financial Services Advisors, Inc. (Pont Vedra Beach FL)
FL
09/24/2013 - 03/01/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PONTE VEDRA BEACH FL)
FL
08/09/2006 - 09/25/2013
WELLS FARGO ADVISORS, LLC (PONTE VEDRA BEACH FL)
FL
05/09/1997 - 08/16/2006
CITIGROUP GLOBAL MARKETS INC. (PONTE VEDRA BCH FL)
IA
Issued 05/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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