Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert B Charlton is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with Avantax Advisory Services and has been with the firm since October 2019. Robert specializes in providing financial planning and investment advice to individuals, families, and businesses. Robert has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals. Before joining Avantax Advisory Services, Robert was a Partner at Nisivoccia & Company, LLP and 1st Global Capital Corp. Robert holds a Series 66, Series 7, and SIE license.
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
TX
10/25/2019 - Present
Avantax Advisory Services (Dallas TX)
NJ
07/10/2001 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (NEWTON NJ)
BOTH
Issued 07/29/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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