Years of Experience
5-20+ Years
PALM BEACH GARDENS, FL
23 Years Experience
1 Disclosures
ADVISOR BIO
Robert T. Waldbauer is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with J.p. Morgan Securities LLC and has been with the firm since August 2018. Prior to that, Robert was with UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Robert holds a Series 66, Series 7, Series 9, and Series 10 licenses. Robert provides financial planning, portfolio management, and investment advisory services to individuals, families, and businesses.
SPECIALIZATIONS
Parrish, FL
13 Years Experience
0 Disclosures
ADVISOR BIO
Robert A. Evans is an investment advisor representative who has been in the financial industry since January 31, 2012. Robert A. Evans is currently registered with J.p. Morgan Securities LLC. Robert A. Evans is also registered as an investment advisor representative in Florida and Texas. Robert A. Evans has been registered with J.p. Morgan Securities LLC since October 1, 2012. Prior to that, Robert A. Evans was registered with FIFTH THIRD SECURITIES, INC. and CHASE INVESTMENT SERVICES CORP. Robert A. Evans holds a Series 6, 7, 63, and 66 license. Robert A. Evans also has a Series SIE.
SPECIALIZATIONS
LAKE MARY, FL
0 Disclosures
ADVISOR BIO
Robert Little is a registered investment advisor representative with Capacuity LLC in LAKE MARY, FL. Robert is a Series 66 licensed professional with experience in the industry since 2004. Robert has a designation as a Chartered Financial Analyst. Robert also worked at Sentinel Fiduciary Services, Inc. and LAMCO Advisory Services, Inc. in FL.
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
TAMPA, FL
1 Disclosures
ADVISOR BIO
Robert Raymond Musante is a financial advisor with Concurrent Investment Advisors, LLC. He is also a partner at Columbia Associates Wealth Management Group, which is a division of Concurrent. Robert has worked in the financial industry since 2000 and is licensed in Oregon and Texas. He offers financial planning, pension consulting, and portfolio management services for individuals, families, and businesses. Robert holds the Chartered Financial Consultant (ChFC) designation and has earned his Series 66, Series 63, Series 7, Series 24, and SIE licenses.
SPECIALIZATIONS
TAMPA, FL
25 Years Experience
1 Disclosures
ADVISOR BIO
Robert Evan Yahney is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Robert has been in the industry since November 1999. Robert has a Series 66 license, as well as Series 7 and SIE licenses. Robert is registered in 27 states and has been active in the investment advisory field since 1999.
SPECIALIZATIONS
FT LAUDERDALE, FL
36 Years Experience
0 Disclosures
ADVISOR BIO
Robert Powell Volpe is a registered representative with MML Investors Services, LLC in Fort Lauderdale, FL. Robert is a Series 6 and Series 63 licensed professional with over 30 years of experience in the financial services industry. Robert has been with MML Investors Services, LLC since 03/06/1989. Robert provides financial planning and investment advice to individuals, businesses, and trusts. Robert is also a Registered Representative of MML Investors Services, LLC. Robert has a strong track record of providing exceptional service and results to clients.
SPECIALIZATIONS
WEST PALM BEACH, FL
15 Years Experience
0 Disclosures
ADVISOR BIO
Robert Kelly is a financial advisor with Cetera Investment Advisers LLC. Robert has been in the financial industry since 2008 and has a broad range of experience. Robert is registered with the state of Florida as an investment advisor representative (IAR) and a broker-dealer (BD). Robert has worked with numerous clients and specializes in helping clients with financial planning, retirement planning, and investment management.
SPECIALIZATIONS
TAMPA, FL
10 Years Experience
0 Disclosures
ADVISOR BIO
Robert Scott is a financial advisor with MML Investors Services, LLC. Robert has been working in the financial industry since 2014, and is registered in Florida as both a Registered Representative and an Investment Advisor Representative. Robert's previous experience includes roles with Ameriprise Financial Services, LLC, Wells Fargo Clearing Services, LLC and NYLife Securities LLC.
SPECIALIZATIONS
Sarasota, FL
2 Years Experience
0 Disclosures
ADVISOR BIO
Robert Rosnack is an investment advisor representative at Raymond James Financial Services Advisors, Inc. based in Sarasota, Florida. Robert has been in the securities industry for 1 year and is registered with FINRA and the state of Florida. Robert has passed the Series 66, Series 7TO, Series 24 and SIE exams. Robert specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and hourly & fixed rate consultations.
SPECIALIZATIONS
