Robert M. Wander
Professional summary
Robert Mark Wander, CFP® is a registered financial advisor currently at WANDER FINANCIAL SERVICES, LLC located in New York, New York.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Robert has worked at 4 firms and has passed the Series 63, SIE, Series 52, Series 62 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Mark Wander's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1994
Experience
February 11, 2021 - Present
WANDER FINANCIAL SERVICES, LLC
June 28, 2010 - July 31, 2015
PURSHE KAPLAN STERLING INVESTMENTS
December 18, 2000 - July 1, 2010
SECURITIES AMERICA, INC.
January 7, 1992 - January 3, 2001
MML INVESTORS SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/11/2021)
Exams
Series 62
Date: 6/8/1999
Corporate Securities Limited Representative ExaminationCurrent Firm
WANDER FINANCIAL SERVICES, LLC
CRD#: 151534 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 34 |
| AUM (Assets Under Management) | $ 39,641,854 |
Red Flags
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