Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Patrick Burmeister is an investment advisor representative with Parnassus Investments, LLC in San Francisco, California. Robert Burmeister has been in the securities industry since September 2014. Robert Burmeister is licensed in California.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
12/10/2021 - Present
Parnassus Investments, LLC (SAN FRANCISCO CA)
CA
09/09/2014 - 12/31/2021
PARNASSUS FUNDS DISTRIBUTOR, LLC (SAN FRANCISCO CA)
BOTH
Issued 12/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2014
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Robert Burmeister is the right advisor for you? Invested Better is here to help.
