Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bubser is an investment advisor representative with Private Advisor Group, LLC. Robert has been in the industry for several years. His previous experience includes roles with LPL Financial LLC and MML Investors Services, LLC. Robert is registered in Florida, New Jersey and Pennsylvania. He is also licensed to sell insurance products. Robert specializes in providing financial planning, portfolio management for businesses and individuals, 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
11/11/2024 - Present
Private Advisor Group, LLC (Randolph NJ)
NJ
12/16/2020 - 08/23/2023
LPL FINANCIAL LLC (RANDOLPH NJ)
PA
03/06/2017 - 12/17/2020
MML INVESTORS SERVICES, LLC (ALLENTOWN PA)
IA
Issued 09/09/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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