Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Mason Bartenstein is an investment advisor representative with Kestra Private Wealth Services, LLC. Robert has been in the financial services industry since 1994 and has experience with a variety of financial firms. He has expertise in providing financial planning, portfolio management, and pension consulting services to both individuals and businesses. Robert is committed to helping his clients achieve their financial goals.
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.
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.
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2
TX
01/05/2023 - Present
Kestra Private Wealth Services, LLC (AUSTIN TX)
CA
11/06/2017 - 01/21/2022
KESTRA INVESTMENT SERVICES, LLC (SAN DIEGO CA)
CA
03/19/2014 - 09/29/2016
KESTRA INVESTMENT SERVICES, LLC (SAN DIEGO CA)
CA
02/07/2012 - 09/28/2012
SPIRE SECURITIES, LLC (SAN DIEGO CA)
CA
06/01/2009 - 08/04/2011
MORGAN STANLEY SMITH BARNEY (SAN DIEGO CA)
CA
03/28/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN DIEGO CA)
DC
05/22/2002 - 04/02/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
NJ
10/25/1999 - 05/30/2002
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NC
01/01/1995 - 05/06/1996
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
MO
07/27/1994 - 12/06/1994
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 11/13/1999
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/02/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/03/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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