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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 Ervolina is an Investment Advisor Representative with Avantax Advisory Services. Robert has over 24 years of experience in the financial services industry and has a deep understanding of investment strategies and financial planning. Robert is committed to providing personalized financial advice to help clients achieve their financial goals. Robert is also registered with the Securities and Exchange Commission (SEC) and is licensed to sell securities in several states.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NY
08/01/2023 - Present
Avantax Advisory Services (Cheektowaga NY)
NY
10/17/2017 - 08/06/2023
SECURITIES AMERICA, INC. (Cheektowaga NY)
NY
11/30/2012 - 10/24/2017
NATIONAL PLANNING CORPORATION (CHEEKTOWAGA NY)
NY
02/14/2007 - 12/04/2012
NEXT FINANCIAL GROUP, INC. (CHEEKTOWAGA NY)
NY
11/01/2004 - 02/13/2007
UNITED SECURITIES ALLIANCE, INC. (DEPEW NY)
NY
05/25/1999 - 11/16/2004
AXA ADVISORS, LLC (NEW YORK NY)
NY
05/25/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 05/09/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/22/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/24/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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