Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wolfe is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with Apollon Wealth Management, LLC in South Carolina. Before joining Apollon Wealth Management, LLC, Robert worked with several other firms, including Goldman Sachs & Co. LLC, Mercer Allied Company, L.P., Cetera Advisor Networks LLC, Girard Securities, Inc., Capital Planning Group, LLC, and MML Investors Services, Inc. Robert has experience working with a wide range of clients, including individuals, high-net-worth individuals, families, corporations, charitable organizations, and pension and profit-sharing plans. Robert is also a Certified Financial Planner (CFP). Robert offers a variety of financial planning services, including portfolio management, retirement planning, college savings planning, estate planning, and insurance planning.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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2
SC
12/09/2021 - Present
Apollon Wealth Management, LLC (MOUNT PLEASANT SC)
FL
07/01/2020 - 10/07/2021
GOLDMAN SACHS & CO. LLC (Ft. Lauderdale FL)
FL
07/01/2020 - 10/07/2021
MERCER ALLIED COMPANY, L.P. (FT. LAUDERDALE FL)
FL
11/01/2017 - 06/30/2020
CETERA ADVISOR NETWORKS LLC (Fort Lauderdale FL)
FL
07/01/2009 - 11/01/2017
GIRARD SECURITIES, INC. (Fort Lauderdale FL)
FL
09/22/2006 - 09/01/2009
CAPITAL PLANNING GROUP, LLC (MIAMI FL)
FL
02/10/2001 - 07/10/2009
MML INVESTORS SERVICES, INC. (MIAMI FL)
NA
07/19/1993 - 05/24/1994
EDWARD D. JONES & CO., L.P.
NA
03/10/1993 - 07/09/1993
ADVEST, INC.
BC
Issued 03/28/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/12/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/15/1994
Series 2 - Non-Member General Securities Examination
Active
Inactive
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