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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 Biancardi is a financial advisor with Mariner Wealth in Tigard, Oregon. Robert has been in the financial industry for over 13 years and has a strong track record of success. He is committed to helping his clients achieve their financial goals by providing personalized financial advice and investment management services. Robert is a Registered Representative and Investment Advisor Representative with experience in various financial products, including life insurance, annuities, and mutual funds. He is also an active member of the community and is committed to giving back to those in need.
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.
Family office services
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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OR
01/03/2022 - Present
Mariner Wealth (Tigard OR)
OR
01/03/2022 - 09/21/2023
MSEC, LLC (Tigard OR)
OR
01/03/2013 - 01/04/2022
CETERA ADVISORS LLC (PORTLAND OR)
OR
01/06/2012 - 01/04/2013
TRANSAMERICA FINANCIAL ADVISORS, INC (PORTLAND OR)
OR
10/21/2009 - 01/06/2012
WORLD GROUP SECURITIES, INC. (PORTLAND OR)
IA
Issued 12/16/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/20/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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