Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kaspar is an investment advisor representative with Corient, a financial services firm with a strong presence in Florida and Indiana. Robert has been in the financial services industry for over 20 years, with experience at several well-known firms such as Crown Capital Securities, L.P. and Waterstone Financial Group, Inc. Robert is dedicated to providing his clients with personalized financial advice and comprehensive financial planning services, helping them achieve their long-term financial goals. He offers a variety of services including portfolio management, investment advice, and financial planning. Robert is committed to serving his clients and providing them with the highest level of service and expertise.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
FL
10/31/2023 - Present
Corient (Naples FL)
CA
08/18/2009 - 10/13/2023
CROWN CAPITAL SECURITIES, L.P. (ORANGE CA)
IN
08/28/2000 - 08/18/2009
WATERSTONE FINANCIAL GROUP, INC. (INDIANAPOLIS IN)
MN
05/24/1999 - 02/22/2000
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
NY
03/07/1997 - 06/06/1997
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
IN
08/22/1989 - 07/16/1996
IRWIN UNION SECURITIES (COLUMBUS IN)
BC
Issued 03/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/1990
Series 24 - General Securities Principal Examination
BC
Issued 03/09/1987
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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