Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert William Kasten is a financial advisor with over 39 years of experience in the industry. Robert is currently registered with Robertson Investment Management. Robert has worked for various financial institutions throughout their career including Securities America, Inc., First Allied Securities, Inc., and Voya Financial Advisors, Inc. Robert has a Series 7, Series 24, and Series 63 license. They are also registered in the following states: California, Louisiana, Nevada, Texas, and Washington.
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.
Personalized portfolio management to meet individual financial objectives.
Referrals to third-party money manager 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.
A percentage of the total value of assets under management is charged.
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2
TX
01/24/2020 - Present
Robertson Investment Management (Houston TX)
TX
12/03/2019 - 06/14/2024
SECURITIES AMERICA, INC. (LEAGUE CITY TX)
TX
01/29/2015 - 11/22/2019
FIRST ALLIED SECURITIES, INC. (LEAGUE CITY TX)
TX
02/13/2004 - 01/30/2015
VOYA FINANCIAL ADVISORS, INC. (LEAGUE CITY TX)
TX
05/14/1993 - 02/12/2004
D. E. WINE INVESTMENTS INC. (SPRING TX)
NA
10/01/1993 - 04/04/1995
FIDELITY EQUITY SERVICES CORPORATION
MA
08/16/1990 - 12/13/1991
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/16/1990 - 12/13/1991
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NA
01/29/1990 - 06/29/1990
DERAND/PENNINGTON/BASS, INC.
NA
04/20/1989 - 06/27/1989
U.S. ADVISORS, INC.
CO
09/06/1988 - 05/16/1989
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
NA
08/24/1987 - 08/29/1988
INTEGRATED RESOURCES EQUITY CORPORATION
NA
01/01/1987 - 08/31/1987
UNDERHILL ASSOCIATES, INCORPORATED
NA
10/08/1986 - 12/01/1986
EQUITABLE SECURITIES OF NEW YORK,INC.
NA
05/11/1982 - 09/18/1986
FIRST JERSEY SECURITIES, INC.
BC
Issued 04/27/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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