Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert W. Riggs is a registered Investment Advisor Representative with Envestnet PMC. Robert has been in the industry since 2002, previously working with Portfolio Brokerage Services, Inc., BANC ONE SECURITIES CORPORATION and SCUDDER DISTRIBUTORS, INC. Robert's specializations include insurance, commodities, financial planning, securities, mutual funds and investment advisory services. Robert holds the Series 6, 63 and 65 licenses. Robert has a combined total of 2,000,000+ clients, with over $1 billion in assets under management.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
Overlay portfolio management
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.
A percentage of assets or revenues under our clients' management
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2
IL
06/29/2023 - Present
Envestnet PMC (CHICAGO IL)
IL
04/21/2006 - 02/17/2020
PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)
IL
06/28/2004 - 05/18/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
06/13/2002 - 06/22/2004
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
IA
Issued 07/29/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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