Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Allen Wojcik is a financial professional with over 30 years of experience in the industry. Robert has a broad range of experience, having worked for firms including Investment Professionals, Inc., ProEquities, Inc., UVEST Financial Services Group, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Robert is currently registered with SPC in Mississippi and has a Series 63, 65 and 7 license. Robert is also a FINRA Arbitrator.
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.
Consultation 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.
Seminar attendance fees
1
2
MS
10/24/2017 - Present
SPC (Madison MS)
MS
01/15/2013 - 10/23/2017
INVESTMENT PROFESSIONALS, INC. (RIDGELAND MS)
MS
06/21/2010 - 02/13/2013
PROEQUITIES, INC. (JACKSON MS)
MS
09/13/2005 - 05/28/2010
UVEST FINANCIAL SERVICES GROUP, INC. (JACKSON MS)
MN
10/25/1991 - 07/06/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/25/1991 - 07/06/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/22/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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