Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Heinz is a financial advisor who has been in the industry since February 4, 1990. Robert is currently registered with Raymond James & Associates, Inc. in Memphis, TN. Robert has been with Raymond James & Associates, Inc. since July 11, 2008. Prior to that, Robert worked at BEAR, STEARNS & CO. INC., MORGAN KEEGAN & COMPANY, INC., COLLEGE & UNIVERSITY SECURITIES CORPORATION, VINING-SPARKS IBG, LIMITED PARTNERSHIP, IBAS SECURITIES CORPORATION, VINING-SPARKS SECURITIES, INC., POWELL & SATTERFIELD, INC., REFCO SECURITIES, INC., and VINING-SPARKS SECURITIES, INC. Robert is a Series 63, Series 10, Series 9, Series 24, Series 8, SIE, and Series 7 licensed advisor.
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.
Please see note in schedule d - miscellaneous
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.
1
2
TN
07/11/2008 - Present
Raymond James & Associates, Inc. (MEMPHIS TN)
TN
05/08/2006 - 06/06/2008
BEAR, STEARNS & CO. INC. (MEMPHIS TN)
TN
05/10/2000 - 05/15/2006
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TN
10/31/1997 - 09/22/1998
COLLEGE & UNIVERSITY SECURITIES CORPORATION (MEMPHIS TN)
TN
01/01/1991 - 09/22/1998
VINING-SPARKS IBG, LIMITED PARTNERSHIP (MEMPHIS TN)
TN
02/05/1990 - 09/22/1998
IBAA SECURITIES CORPORATION (MEMPHIS TN)
NA
08/23/1989 - 01/01/1991
VINING-SPARKS SECURITIES, INC.
NA
02/08/1988 - 09/14/1988
POWELL & SATTERFIELD, INC.
NA
02/05/1987 - 08/22/1987
REFCO SECURITIES, INC.
NA
12/23/1986 - 02/09/1987
VINING-SPARKS SECURITIES, INC.
BC
Issued 02/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/13/1988
Series 24 - General Securities Principal Examination
BC
Issued 03/10/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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