Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bambace is an investment advisor representative with Frost Investment Advisors, LLC. Robert has been in the financial services industry since 1987. Robert has Series 7, 2, 63 and 65 licenses. Robert is a Chartered Financial Analyst and specializes in portfolio management for businesses, individuals, and investment companies. Robert has experience with insurance companies, investment companies, and endowments.
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.
Provide models to 3rd parties and receive asset-based fees
1
2
TX
10/13/2017 - Present
Frost Investment Advisors, LLC (SAN ANTONIO TX)
TX
08/13/1993 - 09/17/2008
CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)
IA
Issued 09/02/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/1993
Series 7 - General Securities Representative Examination
BC
Issued 01/21/1987
Series 2 - Non-Member General Securities Examination
Active
Inactive
Not sure Robert Bambace is the right advisor for you? Invested Better is here to help.
