Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Waddell has been a financial advisor for over 35 years. Robert is currently a financial advisor with Voya Financial Advisors, Inc. Prior to that, Robert worked with ING FINANCIAL ADVISERS, LLC and AETNA LIFE INSURANCE AND ANNUITY COMPANY. Robert is licensed to provide financial advice in Texas and New York and holds a Series 6, 7, 63 and 66 securities licenses. Robert is also licensed to sell fixed insurance products as an Independent Insurance Agent.
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.
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.
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2
TX
01/03/2011 - Present
Voya Financial Advisors, Inc. (HOUSTON TX)
TX
10/15/1993 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (HOUSTON TX)
CT
10/21/1986 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
BOTH
Issued 01/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/20/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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