Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Arthur Wilkes is a registered representative and investment advisor representative with Avantax Advisory Services. Robert has been in the financial services industry since January 2013. Robert is registered in New Jersey and New York. Robert also holds Series 66, Series 7 and SIE licenses. Robert has experience working with individuals, corporations, pension and profit-sharing plans, and high net worth individuals. The firm provides investment advice, financial planning, and portfolio management services.
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
NJ
12/17/2015 - Present
Avantax Advisory Services (Rutherford NJ)
NJ
01/04/2013 - 12/11/2015
SECURIAN FINANCIAL SERVICES, INC. (WALL NJ)
BOTH
Issued 01/21/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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