Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Zaremba is a financial advisor who has been in the industry since 2004. He is currently registered with World Investment Advisors, LLC and has previously worked for Raymond James Financial Services, Inc., Ameriprise Financial Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Edward Jones. Robert specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles. He is also registered as an investment advisor representative in Ohio.
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.
A percentage of the total value of assets under management is charged.
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2
OH
06/28/2024 - Present
World Investment Advisors, LLC (COLUMBUS OH)
OH
03/20/2024 - 06/28/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Columbus OH)
OH
02/17/2012 - 04/03/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Pepper Pike OH)
OH
09/06/2006 - 02/21/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRECKSVILLE OH)
OH
03/09/2004 - 08/29/2006
EDWARD JONES (STRONGSVILLE OH)
BOTH
Issued 09/26/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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