Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Davit is a financial advisor who has been working in the industry since 1994. Robert is registered with Gladstone Wealth Partners and has a series 7, Series 31, Series 63, and Series 65 license. Robert Davit has previously worked with UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral services
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.
1
2
IL
12/17/2021 - Present
Gladstone Wealth Partners (SCHAUMBURG IL)
IL
01/16/2009 - 06/22/2021
UBS FINANCIAL SERVICES INC. (BARRINGTON IL)
IL
09/03/1996 - 01/20/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BARRINGTON IL)
MI
04/28/1994 - 08/21/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 06/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/29/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Davit is the right advisor for you? Invested Better is here to help.
