Broker Check
Robert Host, CRPC, MBA

Robert Host, CRPC, MBA

Financial Advisor

Professional

A Financial Advisor since 2003, Bob devoted most of his professional effort to an accounting business from 1987 to 2002. The business--which provides bookkeeping, tax, and controllership services to small businesses and non-profit organizations--continues today as an approved outside business activity.

As a Financial Advisor with Waddell & Reed, Bob focuses on financial planning as a tool for assisting clients with their financial decision making: from budgeting to saving for retirement to risk management to legacy choices.

In his free time he enjoys theatre and writing poetry and short fiction. He is also an active Rotary Club member, committed to the philosphy of "Service Above Self".

Licenses

  • Series 7 & Series 66 securities registrations

Associations and Memberships

  • Rotary Club of East Lake Sunrise, Oldsmar, FL

Education

Degree

  • Master of Business Administration
  • Master of Arts
  • Bachelor of Arts

Major

  • English/Creating Writing

Institution

  • Northeastern University
  • University of Massachusetts Boston
  • Sara Lawrence College

 

Waddell & Reed is not affiliated with any other entities referenced herein.  06/18