Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wayne Marton is an investment advisor representative with Lido Advisors, LLC and IDB Lido Wealth, LLC. Robert has been in the financial industry since 2000 and has a wide range of experience in providing financial advice to individuals, families, and businesses. He holds the Series 7, Series 31, Series 63, and Series 65 licenses. Robert has been recognized as a Certified Financial Planner and is dedicated to helping clients achieve their financial goals. Lido Advisors, LLC is a leading wealth management firm that provides a wide range of financial services, including investment management, financial planning, and retirement planning. IDB Lido Wealth, LLC is a joint venture between Lido Advisors, LLC and IDB New York.
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.
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.
Strategic management for diversified investment portfolios.
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.
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2
CA
10/22/2019 - Present
Lido (LOS ANGELES CA)
FL
11/06/2008 - 10/22/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOCA RATON FL)
NY
03/17/2006 - 11/13/2008
WACHOVIA SECURITIES, LLC (MONTICELLO NY)
NY
03/20/2000 - 03/20/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 04/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 03/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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