Unclaimed
Robert Garber is an investment advisor representative with First Command Advisory Services. Robert has been in the industry since 1998 and has experience with Wells Fargo Advisors, LLC, Charles Schwab & Co., Inc., and Key Clearing Corp. Robert has passed the Series 7TO, Series 66, Series 24, and Series 10 exams, among others. Robert focuses on providing financial planning services 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.
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
TX
07/31/2024 - Present
First Command Advisory Services (FORT WORTH TX)
NC
08/03/2007 - 03/11/2010
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
TX
05/09/2000 - 08/23/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
08/03/1998 - 04/20/1999
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
OH
11/21/1995 - 10/29/1996
KEY CLEARING CORP. (BROOKLYN OH)
FL
09/02/1994 - 12/31/1994
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
KS
06/17/1992 - 08/27/1992
WADDELL & REED, INC. (OVERLAND PARK KS)
CO
02/23/1988 - 07/10/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
BOTH
Issued 02/13/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/16/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/14/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/30/2023
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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