Robert Rafael
Professional summary
Robert Rafael, who also goes by Robert - Rafael, Bahram Rafaelzadeh, is a registered financial advisor currently at MRM GROUP located in St Louis, Missouri.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1972. Robert has worked at 16 firms and has passed the Series 65, Series 63, Series 1, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Rafael's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 29, 1995 - Present
MRM GROUP
Office #1: 12444 Powerscourt Dr. Suite 350, St Louis, MO 63131October 9, 1996 - February 20, 1997
ARLINGTON SECURITIES, INC.
January 12, 1995 - July 11, 1995
VANGUARD CAPITAL
May 31, 1989 - January 27, 1995
FIRST AFFILIATED SECURITIES
October 10, 1984 - May 31, 1989
FIRST AFFILIATED SECURITIES, INC.
September 16, 1983 - October 5, 1984
SMITH, MOORE & CO.
August 27, 1980 - August 26, 1983
PRUDENTIAL EQUITY GROUP, LLC
January 31, 1980 - September 18, 1980
UBS FINANCIAL SERVICES INC.
October 5, 1979 - January 31, 1980
BLYTH EASTMAN DILLON & CO. INCORPORATED
March 23, 1978 - September 20, 1979
CLAYTON BROKERAGE CO. OF ST. LOUIS, INC.
July 1, 1975 - June 20, 1976
WHITE, WELD & CO. INCORPORATED
June 17, 1974 - August 15, 1975
BACHE & CO INCORPORATED
February 12, 1974 - June 23, 1974
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
October 17, 1973 - March 5, 1974
EDWARD JONES
July 2, 1973 - November 16, 1973
DUPONT WALSTON, INCORPORATED
January 10, 1972 - July 2, 1973
DUPONT GLORE FORGAN INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/1/2021)
(1/13/2022)
(11/8/2013)
(3/17/2022)
Exams
Series 1
Date: 12/23/1971
Registered Representative ExaminationCurrent Firm
MRM GROUP
CRD#: 110898 / SEC#: 801-32996
Contact information
Regulatory assets under management
| Total Number of Accounts | 141 |
| AUM (Assets Under Management) | $ 53,613,862 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
MRM GROUP
CRD#: 110898St Louis, MO 63131TRUST BUT VERIFY
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