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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Pomorski is a financial advisor with Edward Jones. Robert's professional experience includes roles at Verax Biomedical and Fresenius-Kabi (Fenwal). Robert has been in the financial industry since June 2023. Robert holds the Series 66, Series 7TO, and SIE licenses. Robert has been registered as an investment advisor representative (IAR) in Illinois and Texas. Robert is registered as a broker-dealer with FINRA. Robert offers a wide range of services, including financial planning, pension consulting, portfolio management for individuals, and portfolio management for businesses. Robert has experience working with clients of all types, including high-net-worth individuals, corporations, and charitable organizations. Robert is a licensed agent in the states of Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Michigan, Minnesota, North Carolina, North Dakota, Tennessee, Texas, Washington, and Wisconsin.
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.
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.
See schedule d - miscellaneous
1
2
IL
11/01/2023 - Present
Edward Jones (TINLEY PARK IL)
BOTH
Issued 08/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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