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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bader is a financial advisor at Raymond James Financial Services Advisors, Inc., with over 23 years of experience in the financial services industry. Robert is a Certified Financial Planner™ professional and holds a variety of licenses including Series 7, 9, 10, 31, 63, and 65. Robert works with individual investors, businesses, and retirement plan sponsors. Robert's practice is focused on providing financial planning, investment management, and retirement planning services. Robert has previously worked at Merrill Lynch and Morgan Stanley.
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
AR
03/29/2018 - Present
Raymond James Financial Services Advisors, Inc. (SPRINGDALE AR)
AR
01/09/2009 - 04/02/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROGERS AR)
AR
04/02/2007 - 01/12/2009
MORGAN STANLEY & CO. INCORPORATED (FAYETTEVILLE AR)
AR
03/02/1999 - 04/02/2007
MORGAN STANLEY DW INC. (FAYETTEVILLE AR)
IA
Issued 03/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/13/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 03/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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