Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Disman is a financial advisor with over 30 years of experience in the industry. Robert has been registered with Raymond James Financial Services Advisors, Inc. since 2009. Prior to joining Raymond James, Robert worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Paine Webber Incorporated, Dean Witter Reynolds Inc, Shearson Lehman Hutton Inc, and E. F. Hutton & Company Inc. Robert holds a Series 3, 7, 9, 10, 63, and 65 license. Robert provides a range of financial services to individuals, corporations, and institutions. These services include financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NV
07/27/2023 - Present
Raymond James Financial Services Advisors, Inc. (Las Vegas NV)
NV
01/20/2000 - 10/13/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAS VEGAS NV)
NJ
06/22/1992 - 02/11/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
03/10/1988 - 06/03/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
04/11/1988 - 05/13/1988
SHEARSON LEHMAN HUTTON INC.
NA
04/02/1982 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
12/10/1981 - 05/26/1982
WEDBUSH, NOBLE, COOKE, INC
IA
Issued 08/26/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/02/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1990
Series 3 - National Commodity Futures Examination
BC
Issued 11/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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