Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Sklar is a financial advisor with over 25 years of experience in the industry. Robert has been registered with Wells Fargo Clearing Services, LLC since March 2016. Robert has a Series 7, Series 63, and Series 65 license and has also passed the Securities Industry Essentials Examination. Robert has previously been registered with Morgan Stanley, RBC Capital Markets Corporation and J. B. Hanauer & Co. Robert holds a Bachelor of Arts degree in Economics from the University of Florida. Robert is a member of the National Association of Securities Dealers (NASD) and is also a member of the Financial Industry Regulatory Authority (FINRA). Robert is dedicated to providing his clients with personalized financial advice and investment strategies.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
03/01/2016 - Present
Wells Fargo Clearing Services, LLC (BOCA RATON FL)
FL
11/27/2009 - 03/14/2016
MORGAN STANLEY (PLANTATION FL)
FL
10/09/2009 - 12/10/2009
RBC CAPITAL MARKETS CORPORATION (PLANTATION FL)
FL
06/12/1997 - 10/09/2009
J. B. HANAUER & CO. (PLANTATION FL)
IA
Issued 07/13/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Robert Sklar is the right advisor for you? Invested Better is here to help.
