Robert AndersCRD Number: 6094661
Current Firm: Ubs Financial Services Inc.
By utilizing my experience and knowledge as a Certified Financial Planner, I create a roadmap for my clients' financial life. I call this roadmap their holistic financial plan.
While investment management is one very important part of my clients' financial plans, our conversation will not end with just investments. The advice I provide begins with understanding my clients' needs, wants, and wishes, their current financial position, as well as, all future changes. Once I have identified what's important to my client's and their families, I chart a course of action to help them achieve their goals.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
H. Beck, Inc.
|Ubs||Garden City, NY||May 2013 - Current||4|
|Nyu Cont. Ed||New York, NY||May 2012 - Mar 2013||< 1|
|Axa Advisors, LLC||New York, NY||Aug 2012 - Sep 2012||< 1|
|Td Bank||Roslyn Heights, NY||Mar 2010 - Jul 2012||2|
|Li University||Brookville, NY||Dec 2009 - May 2012||2|
|Usnr||Kingspoint, NY||Sep 2007 - Dec 2009||2|
|Charminade Hs||Mineola, NY||Sep 2003 - Dec 2007||4|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||May 2012|
|S66||NASAA Uniform Combined State Law Examination||Jun 2013|
|S3||National Commodities Futures Examination||Apr 2015|
|S9 and 10||General Securities Sales Supervisor Examination||Aug 2015|
Total Assets Under Management358,253MILLIONS
Total Number of Accounts860,383ACCOUNTS
Average Account Value$416,388
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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