Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wareing is an investment advisor representative with Concurrent Investment Advisors, LLC in TAMPA, FL. Robert has been in the financial services industry since 1998. Robert has experience with high-net-worth individuals, corporations, and pension and profit-sharing plans. Robert offers a variety of services, including financial planning, pension consulting, and portfolio management for individuals.
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
08/22/2023 - Present
Concurrent Investment Advisors, LLC (TAMPA FL)
TX
05/04/2011 - 09/05/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (COLLEGE STATION TX)
TX
07/15/2005 - 04/19/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLLEGE STATION TX)
NJ
06/09/2000 - 07/29/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MD
01/01/1998 - 06/15/2000
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 03/03/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/09/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 12/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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