Unclaimed
Robert Becker has been in the financial industry since 1996 and is currently a registered representative with Edward Jones. Robert has a Series 6, Series 7, Series 24, Series 63, and Series 66 license and has held registrations in multiple states across the country, including Missouri, Texas, Arizona, California, Colorado, Florida, Georgia, Hawaii, Illinois, Indiana, Kansas, Minnesota, Nebraska, New Jersey, New Mexico, Oklahoma, Oregon, Pennsylvania, Tennessee, and Washington. Prior to working with Edward Jones, Robert worked with American Century Investment Services Inc. and American Century Brokerage, Inc. Robert also provides baseball hitting lessons to high school players.
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.
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.
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.
See schedule d - miscellaneous
1
2
MO
12/04/2018 - Present
Edward Jones (Kansas City MO)
MO
09/30/1998 - 05/23/2001
AMERICAN CENTURY BROKERAGE, INC. (KANSAS CITY MO)
MO
01/01/1997 - 10/01/1998
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BOTH
Issued 10/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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