Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Abramowitz is a financial advisor with over 20 years of experience. He is currently registered with Arete Wealth Advisors, LLC and has a strong track record of providing investment advice and financial planning services to individuals, businesses, and retirement plans. Robert has also worked with other financial institutions such as Raymond James Financial Services, Inc., Oppenheimer & Co. Inc. and Wells Fargo Advisors, LLC. His expertise in various areas like financial planning, portfolio management, and retirement planning makes him a valuable asset to his clients. He holds the Series 7, Series 63, Series 65 and Series 66 licenses, along with the SIE exam. Robert is dedicated to providing personalized solutions to help his 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.
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.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Sharing in underwriting fees from an affiliated broker-dealer
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2
IL
07/20/2022 - Present
Arete Wealth Advisors, LLC (CHICAGO IL)
NY
09/01/2017 - 07/20/2022
NATIONAL SECURITIES CORPORATION (MELVILLE NY)
NY
04/21/2016 - 09/08/2017
OPPENHEIMER & CO. INC. (JERICHO NY)
NY
06/20/2011 - 04/21/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (GARDEN CITY NY)
NY
03/09/2005 - 06/21/2011
WELLS FARGO ADVISORS, LLC (GREAT NECK NY)
NY
10/22/2001 - 02/09/2005
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
IA
Issued 11/09/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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