Robert Wander (CRD# 2190114) is an Investment Advisor Representative working at Wander Financial Services, LLC in New York, NY and has over 32 years of experience in the finance industry. Robert Wander has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Wander Financial Services, LLC | New York, NY | Feb 2021 - Current | 3 |
Purshe Kaplan Sterling | Albany, NY | Jun 2010 - Current | 13 |
Wander Financial Services | New York, NY | Dec 2000 - Current | 23 |
Wander Financial Services LLC | New York, NY | Jan 1999 - Current | 25 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1992 |
- NY
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Total Assets Under Management33MILLIONS
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Total Number of Accounts25ACCOUNTS
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Average Account Value$1,330,836
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
NY
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