Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Roy Thomas is a financial advisor with Mariner Wealth. Robert has been a registered investment advisor for over 20 years, and has experience working with a wide range of clients, including high-net-worth individuals, families, corporations, and charitable organizations. Robert specializes in providing financial planning, portfolio management, and other investment-related services.
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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2
PA
03/12/2018 - Present
Mariner Wealth (STATE COLLEGE PA)
NY
07/19/2002 - 11/15/2005
LEIGH BALDWIN & CO., LLC (CAZENOVIA NY)
OH
11/06/1998 - 04/11/2000
ARIS SECURITIES COMPANY (MAYFIELD HEIGHTS OH)
OH
06/20/1994 - 11/19/1996
SPECTRUM SECURITIES CORPORATION (MAYFIELD HEIGHTS OH)
MN
07/17/1989 - 11/08/1989
AMEV INVESTORS, INC. (OAKDALE MN)
BC
Issued 07/31/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/22/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/10/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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