Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Pace is an Investment Advisor Representative at Fisher Investments. Robert has been in the industry for over 20 years and holds the Series 6, 7, 63 and 65 licenses. Robert has a strong track record of success in providing investment advice to individuals, corporations, and charitable organizations. Robert focuses on providing investment advice based on the firm's philosophy. Robert has experience working with clients at a variety of firms, including ABN AMRO INCORPORATED, J.P. MORGAN INSTITUTIONAL INVESTMENTS INC., MT RUSHMORE SECURITIES LLC, PRUCO SECURITIES CORPORATION and LIBERTY SECURITIES CORPORATION.
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.
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.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WA
12/14/2012 - Present
Fisher Investments (CAMAS WA)
IA
04/25/2011 - 12/31/2011
MT RUSHMORE SECURITIES LLC (FAIRFIELD IA)
IL
05/19/2008 - 10/09/2009
ABN AMRO INCORPORATED (CHICAGO IL)
NY
09/08/2005 - 08/21/2006
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
NY
02/10/1997 - 11/17/1997
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NJ
08/16/1993 - 06/28/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 12/13/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/08/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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