Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Ziliak is a financial advisor with The Colony Group, LLC. Robert is a Certified Financial Planner, has a Series 7, Series 8, and Series 63 license. Robert has been in the financial services industry since 1995. Robert has experience working at Charles Schwab & Co., Inc., Pashley Financial Services, Inc. and Buckingham Strategic Wealth, LLC. In addition to his experience at The Colony Group, LLC, Robert also works at BAM Management, LLC.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
MO
07/01/2024 - Present
THE Colony Group, LLC (ST. LOUIS MO)
IN
10/31/1995 - 06/07/2012
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
IN
03/16/1995 - 10/20/1995
PASHLEY FINANCIAL SERVICES, INC. (SPENCER IN)
BC
Issued 03/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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