Unclaimed
Robert Hausman has been in the financial services industry since 1983. Robert is currently registered with Raymond James Financial Services Advisors, Inc. and is licensed in 16 states. Robert offers portfolio management services for businesses and individuals, financial planning, pension consulting, and educational seminars. Robert also has experience in non-variable insurance and is a member of investment committees for non-profit organizations. Robert's other business activities include accounting and tax 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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MD
07/17/2012 - Present
Raymond James Financial Services Advisors, Inc. (ROCKVILLE MD)
MD
08/18/2010 - 09/06/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (ROCKVILLE MD)
MD
06/07/1988 - 08/18/2010
H. BECK, INC. (ROCKVILLE MD)
NA
11/18/1983 - 06/17/1988
INTEGRATED RESOURCES EQUITY CORPORATION
NA
05/24/1982 - 11/23/1983
FSC SECURITIES CORPORATION
IA
Issued 12/11/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 05/15/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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