Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Mauk is a financial advisor with Janney Montgomery Scott LLC. Robert has over 27 years of experience in the financial services industry. Robert is a Certified Financial Planner and holds the Series 7, Series 24, and Series 63 licenses. Robert specializes in financial planning, portfolio management, and pension consulting. Robert has previously worked with Commonwealth Financial Network and Royal Alliance Associates.
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.
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.
Fee plus commission
1
2
OH
06/03/2021 - Present
Janney Montgomery Scott LLC (Columbus OH)
OH
10/07/2009 - 06/03/2021
COMMONWEALTH FINANCIAL NETWORK (COLUMBUS OH)
OH
12/02/1994 - 10/09/2009
ROYAL ALLIANCE ASSOCIATES, INC. (COLUMBUS OH)
NA
07/23/1986 - 06/19/1987
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
07/23/1986 - 06/19/1987
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
NA
07/23/1986 - 04/13/1987
LINCOLN NATIONAL PENSION INSURANCE COMPANY
BC
Issued 09/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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