Years of Experience
5-20+ Years
DELRAY BEACH, FL
15 Years Experience
0 Disclosures
ADVISOR BIO
Robert J Heeg is an Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Robert has been in the financial industry since 2009. Robert is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is also licensed with the State of Florida and Texas. The advisor holds Series 66, SIE and Series 7 registrations.
SPECIALIZATIONS
Ft Lauderdale, FL
44 Years Experience
1 Disclosures
ADVISOR BIO
Robert Lawrence Waxman is a financial advisor at Ameriprise Financial Services, LLC. Robert has been in the financial services industry since 1981. Robert holds the Series 3, 7, and 63 licenses, and has also passed the SIE exam. Currently, Robert is registered in 12 states. Previously, Robert worked at UBS Financial Services Inc., Smith Barney Inc., Donaldson, Lufkin & Jenrette Securities Corporation, Kidder, Peabody & Co. Incorporated, and E.F. Hutton & Company Inc. Robert is a board member for Waxman, a non-investment related company. Robert provides financial planning services, pension consulting services, educational seminars, and asset allocation services.
SPECIALIZATIONS
ST. PETERSBURG, FL
26 Years Experience
0 Disclosures
ADVISOR BIO
Robert Christopher Eckardt is a registered representative with Raymond James & Associates, Inc. in St. Petersburg, Florida. Robert has been in the securities industry since December 1998. Robert has passed the Series 66, Series 24, Series 7 and SIE exams. Robert specializes in providing financial planning, portfolio management, and selection of other advisors. Robert has been employed by Raymond James & Associates, Inc. since October 1995.
SPECIALIZATIONS
VERO BEACH, FL
50 Years Experience
0 Disclosures
ADVISOR BIO
Robert Joseph Tarlov is a financial advisor with Cetera Investment Advisers LLC. Robert has been in the financial services industry since 1975 and is registered with the Financial Industry Regulatory Authority (FINRA) as well as with the states of Arizona, California, Connecticut, Florida, Georgia, Idaho, Maine, Maryland, Massachusetts, Mississippi, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Vermont, and Virginia. Robert is also a Certified Financial Planner. Cetera Investment Advisers LLC offers a wide range of financial services to individuals, businesses, and institutions. The firm provides financial planning, portfolio management, investment advisory services, and other financial services to clients.
SPECIALIZATIONS
NAPLES, FL
27 Years Experience
0 Disclosures
ADVISOR BIO
Robert Eugene Snyder, II is an investment advisor representative with Wells Fargo Clearing Services, LLC. Robert has been in the financial industry since December 1997 and has a wide range of experience, including investment consulting services to institutional clients, financial planning, and portfolio management for individuals and businesses. Robert is registered with the state of Florida and has passed the Series 63, 65, 7, 9, 10, and SIE exams. Robert has previously held positions at Fifth Third Securities, Inc., Wells Fargo Advisors, LLC, PNC Investments, J.J.B. Hilliard, W.L. Lyons, Inc., and Salomon Smith Barney Inc.
SPECIALIZATIONS
Miami, FL
13 Years Experience
1 Disclosures
ADVISOR BIO
Robert D Alegria is a registered representative with Morgan Stanley. Robert has been in the industry since October 2011, and has passed the Series 66, Series 7 and SIE exams. Robert previously worked at RBC CAPITAL MARKETS, LLC and holds registrations in 23 states. Robert provides financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses, individuals, and investment companies.
SPECIALIZATIONS
TALLAHASSEE, FL
33 Years Experience
3 Disclosures
ADVISOR BIO
Robert Brooks is a financial advisor at Raymond James & Associates, Inc. with over 30 years of experience in the financial services industry. Robert's expertise and experience are reflected in his comprehensive offerings, which include financial planning, portfolio management for individuals and businesses, and educational seminars. Robert has extensive experience working with high-net-worth individuals, corporations, and charitable organizations. Previously, Robert worked for MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Robert is registered to provide investment advice in 24 states and is also registered as a broker in Florida.
SPECIALIZATIONS
BOCA RATON, FL
12 Years Experience
1 Disclosures
ADVISOR BIO
Robert Weingard is an investment advisor representative with Raymond James & Associates, Inc. Robert has been working in the financial services industry since February 2013. Robert currently holds Series 66, Series 7 and SIE licenses. Robert is registered in 27 states to provide investment advice and brokerage services. Robert's firm is headquartered in St. Petersburg, Florida.
SPECIALIZATIONS
LAKE MARY, FL
30 Years Experience
0 Disclosures
ADVISOR BIO
Robert Ray Ross has been in the financial services industry since August 1995. Robert is currently registered with LPL Financial LLC and has been registered with this firm since June 2014. Robert has previous experience with First Southeast Investor Services, Inc., UVEST Investment Services, FISERV Investor Services, Inc., LINK Investment Services, Inc., and Interstate/Johnson Lane Corporation. Robert is registered with the following states: California, Florida, Georgia, Indiana, Kentucky, Maryland, Massachusetts, Missouri, New Jersey, New York, North Carolina, South Carolina, Texas, and Virginia.
SPECIALIZATIONS
BOCA RATON, FL
31 Years Experience
0 Disclosures
ADVISOR BIO
Robert Coleman is a financial advisor with Osaic Wealth, Inc. Robert has been in the financial services industry since 1994 and is currently registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC) as a Registered Representative. Robert holds a number of licenses and designations including Series 6, 7, 24, 51, 63, 66 and is a Chartered Financial Consultant. Robert works with a wide range of clients including individuals, businesses, and non-profits. Robert's experience with John Hancock Mutual Life Insurance Company and Signator Investors, Inc. gives Robert the experience to help clients with a variety of financial needs. Robert is committed to providing personalized financial advice and helping clients reach their financial goals.
SPECIALIZATIONS