Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rory? Claim Your ProfileRory Axel Robertson is a registered Investment Advisor Representative with Navigo Wealth Management, LLC. Rory has been in the industry since April 2002 and is currently registered with the state of Texas. Rory has previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Rory is also involved in the community, serving on the City Council and as a substitute teacher.
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.
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.
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TX
07/25/2011 - Present
Navigo Wealth Management, LLC (KATY TX)
TX
04/09/2002 - 08/01/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SUGAR LAND TX)
BOTH
Issued 06/03/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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