Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert A. Roseman is a registered Investment Advisor Representative and a Registered Representative with Kestra Advisory Services, LLC. Robert has been in the financial industry for over 15 years and has a deep understanding of the needs of individuals, families, and businesses. Robert is committed to providing his clients with personalized financial advice and investment strategies that are designed to help them achieve their financial goals. Robert is a partner with PROTHRO WILHELMI & CO. PLLC, a consulting and tax/accounting firm in Tyler, Texas. Robert is also the owner of PWRR, LLC, which operates as Roseman Wealth Advisors. Robert refers clients to Roseman Wealth Advisors, but has no other duties with the business. Robert is a director for TB Butler Publishing Co. and is a member of TWB Real Estate, LLC. Robert Roseman has a strong track record of success and is committed to providing his clients with the highest level of service.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
04/19/2016 - Present
Kestra Advisory Services, LLC (TYLER TX)
TX
12/11/2012 - 03/24/2017
KESTRA INVESTMENT SERVICES, LLC (TYLER TX)
BOTH
Issued 01/17/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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