Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Margolies is an investment advisor representative with Raymond James Financial Services Advisors, Inc., licensed to operate in Florida, Georgia, New Jersey, New York, and Pennsylvania. Robert has been in the industry since 2013 and has experience in various financial roles, including positions at Stelliam Investment Management, Stelliam Capital Management, Centerbridge Partners, and UBS O'Connor. Robert is a registered representative with FINRA and holds the Series 7TO, Series 66, and SIE exams. Robert is committed to providing personalized financial advice and services to help clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
02/15/2024 - Present
Raymond James Financial Services Advisors, Inc. (Fort Lauderdale FL)
BOTH
Issued 12/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/29/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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