Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bortz is a financial advisor with over 12 years of experience in the industry. Robert has held various positions at several well-known firms, including Invesco Distributors, Inc., Blackrock Investments, LLC, DFA Securities LLC, and RBC Capital Markets, LLC. Robert holds Series 7, Series 24, Series 63, and SIE licenses. Robert currently works as a financial advisor for Foreside Fund Services, 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.
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.
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2
GA
11/23/2022 - Present
Foreside Fund Services, LLC (Atlanta GA)
GA
06/12/2019 - 06/30/2022
INVESCO DISTRIBUTORS, INC. (ATLANTA GA)
NY
03/10/2017 - 05/10/2019
BLACKROCK INVESTMENTS, LLC (NEW YORK NY)
TX
01/20/2016 - 02/02/2017
DFA SECURITIES LLC (AUSTIN TX)
NY
10/23/2009 - 12/21/2012
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
NY
09/14/2006 - 10/22/2009
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BC
Issued 03/27/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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