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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 Weisman is a financial advisor registered with SPC, a firm providing investment advisory and financial planning services. Robert Weisman has been in the industry since 1995 and is registered to conduct business in 12 states. Robert Weisman's primary office is located in Baltimore, Maryland. Robert Weisman has the Series 6, Series 7 and Series 63 licenses. Robert Weisman is also a Certified Financial Planner (CFP®) and a Chartered Financial Consultant (ChFC).
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
MD
01/12/2009 - Present
SPC (BALTIMORE MD)
AZ
10/01/2002 - 11/14/2002
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
01/29/1997 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
OH
01/13/1997 - 02/13/1997
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
TX
12/12/1994 - 12/11/1996
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 10/06/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/09/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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