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Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

RBC Capital Markets, LLC

location

Frisco, TX

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Robert Frey is a financial professional with over 20 years of experience in the industry. Robert is currently registered with RBC Capital Markets, LLC in Frisco, TX. Robert has previously held positions with Morgan Stanley, Morgan Stanley & Co. Incorporated, Wachovia Securities, LLC, and A. G. Edwards & Sons, Inc. Robert holds Series 3, 7, 10, 63, 65, and SIE licenses and is currently registered in 27 states.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Hsbc Securities (usa) Inc.

location

NEW YORK CITY, NY

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Robert Salerno is a financial professional with over 20 years of experience in the industry. Robert is currently registered with HSBC Securities (USA) Inc. where has been since 2009. Robert has also held previous roles with Citigroup Global Markets Inc. and CSFBDIRECT, INC. Robert specializes in securities, investment advisory, and portfolio management. Robert has a strong track record of success and is committed to providing clients with personalized financial advice.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
PROVIDE ASSET ALLOC RECOMMENDATIONS & BASED UPON SUCH RECOMMENDATIONS 3RD PARTY ADV TO MANAGE ASSETS PURSUANT TO CLIENT APPROVAL
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Invesco Advisers, Inc. | CFA ® (Certifications)

location

Downers Grove, IL

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Robert Conner Weisbecker is a financial advisor currently registered with Invesco Advisers, Inc.. Robert has worked in the financial services industry since 2014. Robert has passed several industry exams including the Series 7, Series 52, Series 65, and Series 66 exams. Robert holds the Chartered Financial Analyst designation. Robert has experience working with clients including investment companies, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities, and sovereign wealth funds and foreign official institutions. Robert has previously been registered with INVESCO DISTRIBUTORS, INC., CARILLON FUND DISTRIBUTORS, INC., and RAYMOND JAMES & ASSOCIATES, INC..

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
IA TO CANADIAN REGISTERED MUTUAL FUNDS; PORTFOLIO MANAGEMENT FOR PRIVATE FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Cannell & Spears LLC

location

NEW YORK, NY

0 Disclosures

ADVISOR BIO

Robert Charles Eising is a registered Investment Advisor Representative with Cannell & Spears LLC. Robert Charles Eising has been in the financial industry since 1999 and has experience at BEAR WAGNER SPECIALISTS LLC, WAGNER STOTT MERCATOR, L.L.C., and Peter B. Cannell & Co., Inc.. He is registered in New York and is a Series 63, Series 7, Series 21 and Series 25 qualified. Robert Charles Eising provides advisory services which include Financial Planning, Selection of other advisers, Portfolio management for individuals, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, and Portfolio management for businesses. Cannell & Spears LLC is a registered investment advisor with the SEC. The firm has offices in New York.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
REVIEW OF ASSET ALLOCATION
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Invesco Advisers, Inc.

location

ATLANTA, GA

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Robert Scott Maney is a financial advisor at Invesco Advisers, Inc. Robert has over 25 years of experience in the financial services industry. Robert is registered with the state of Texas as an Investment Advisor Representative. Robert is also registered in 53 other states and the District of Columbia as a Broker-Dealer. Robert's previous experience includes positions at ADP Broker-Dealer, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, Wells Fargo Brokerage Services, L.L.C., Pioneer Funds Distributor, Inc., and Titan/Value Equities Group, Inc.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
IA TO CANADIAN REGISTERED MUTUAL FUNDS; PORTFOLIO MANAGEMENT FOR PRIVATE FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

WILMINGTON, DE

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Robert Jones is a financial advisor with over 17 years of experience in the industry. Robert is currently registered with RBC Capital Markets, LLC. Robert has held previous positions at RBC CAPITAL MARKETS CORPORATION. Robert specializes in several areas, including investment advisory services, portfolio management for businesses and individuals, and financial planning. Robert is committed to providing clients with personalized financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

MILWAUKEE, WI

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Robert Greene has been an active representative in the financial industry since June 21, 1992. Robert is currently registered with Robert W. Baird & Co. Inc. in Milwaukee, Wisconsin, and has a broad range of experience. Robert is a licensed securities agent and holds the Series 7, Series 55, Series 57TO, and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Lord, Abbett & Co. LLC

location

JERSEY CITY, NJ

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Robert Andrew Lee is an active investment advisor representative with Lord, Abbett & Co. LLC since 2003. Robert is registered with the state of New Jersey. Robert has worked in the securities industry since 1998. Robert's previous employment includes KIDDER, PEABODY & CO. INCORPORATED and CS FIRST BOSTON CORPORATION. Robert is a registered representative with FINRA and has passed the Series 7, 63, 24, and SIE exams. Robert has a strong track record of providing investment advice and portfolio management for individuals, businesses, and investment companies.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
IMPERSONAL INVESTMENT ADVISORY SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Americana Partners, LLC

location

HOUSTON, TX

0 Disclosures

ADVISOR BIO

Robert Cassin Muse is a financial advisor with Americana Partners, LLC, based in Houston, TX. Robert has over 20 years of experience in the financial services industry, specializing in investment management for individuals, businesses, pooled investment vehicles, and charitable organizations. Robert is registered with the state of Texas as an Investment Advisor Representative and holds Series 7, 24, 63, and 65 licenses. Before joining Americana Partners, LLC, Robert was employed by Purshe Kaplan Sterling Investments and Piper Jaffray & Co. Robert is committed to providing personalized financial advice and helping clients reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fortitude Family Office | CFP ® (Certifications)

location

SCOTTSDALE, AZ

0 Disclosures

ADVISOR BIO

Robert Himmelman is an investment advisor representative for Fortitude Family Office in Scottsdale, Arizona, who has been in the industry for over 10 years. He previously held positions at LPL Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Fidelity Brokerage Services LLC, and UBS Financial Services Inc. Robert Himmelman is a Certified Financial Planner and holds Series 66, SIE, and Series 7 licenses. Robert Himmelman is also registered with the states of Arizona and California.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
FAMILY OFFICE & WEALTH MANAGEMENT SERVICES, BUSINESS MANAGEMENT, PHILANTHROPIC SERVICES
Portfolio Management for Pooled Investment Vehicles

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