Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert John Hobdy is a financial advisor with Charles Schwab & Co., Inc. with over 7 years of experience in the financial services industry. Robert has held prior roles at Morgan Stanley, First Command Financial Planning, Inc., Scottrade, Inc., and Waddell & Reed. Robert's current registration includes Series 63, 65, and 9 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
01/30/2020 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
NY
03/01/2019 - 11/08/2019
MORGAN STANLEY (PURCHASE NY)
TX
03/26/2018 - 03/04/2019
FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)
AZ
03/14/2016 - 03/09/2018
SCOTTRADE, INC. (SCOTTSDALE AZ)
WA
11/19/2015 - 03/09/2016
WADDELL & REED (TACOMA WA)
IA
Issued 4/11/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/24/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/8/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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