Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Brett Petersmark is a financial advisor with over 30 years of experience in the industry. Robert is a registered representative with Private Advisor Group, LLC, a financial advisory firm with headquarters in Morristown, New Jersey. Robert is also a registered investment advisor and has provided services for individuals, families, businesses, and retirement plans. Robert provides financial planning, portfolio management, and educational seminars.
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.
Solicitation/referral
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/referral fees
1
2
NJ
02/24/2014 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
IL
02/03/1998 - 05/25/2001
DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)
MN
10/26/1992 - 02/17/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/26/1992 - 02/17/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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