Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Parker is a financial advisor who has been in the industry since 1983. Robert is currently registered with Raymond James & Associates, Inc. Robert has been with Raymond James since 2012. Before that, Robert worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated. Robert specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals. Robert also provides other investment related services.
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
AZ
06/15/2012 - Present
Raymond James & Associates, Inc. (SCOTTSDALE AZ)
AZ
11/13/2006 - 06/06/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHOENIX AZ)
AZ
07/31/1993 - 11/17/2006
CITIGROUP GLOBAL MARKETS INC. (SCOTTSDALE AZ)
NY
01/11/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
03/09/1990 - 12/18/1992
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
02/14/1984 - 03/08/1990
RL KOTROZO, INC.
NA
10/20/1983 - 02/10/1984
PLENGE THOMAS & NOFER INCORPORATED
IA
Issued 09/15/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
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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