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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kokol is an Investment Advisor Representative at Atticus Wealth Management. Robert has been in the financial services industry since 2003 and has experience working with a variety of clients including high-net-worth individuals, pension and profit sharing plans, and charitable organizations. Robert is also a Certified Financial Planner. Robert is registered with the state of Texas.
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.
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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2
TX
01/13/2021 - Present
Atticus Wealth Management (New Braunfels TX)
FL
01/08/2018 - 10/23/2020
SCF SECURITIES, INC. (TAMPA FL)
FL
07/02/2013 - 01/08/2018
G.F. INVESTMENT SERVICES, LLC (TAMPA FL)
FL
06/15/2011 - 05/15/2013
LASALLE ST SECURITIES, L.L.C. (TAMPA FL)
FL
08/26/2008 - 06/01/2011
AXA ADVISORS, LLC (TAMPA FL)
FL
12/14/2004 - 04/22/2008
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IL
08/14/2003 - 12/03/2004
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
GA
01/29/2003 - 09/10/2003
SUNTRUST SECURITIES, INC. (ATLANTA GA)
BOTH
Issued 09/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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