Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Christopher Thomaier is an investment advisor representative associated with IC Advisory Services, Inc. based in Bedminster, NJ. Robert has been in the financial services industry since March 5, 1985. Robert is registered in 16 states including Alabama, California, Colorado, Florida, Georgia, Kansas, Maryland, Minnesota, Nevada, New Jersey, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina and West Virginia. Robert is also registered with the Securities and Exchange Commission (SEC). Robert offers a range of financial advisory services, including financial planning, pension consulting, and portfolio management for businesses and individuals. Robert also assists in managing the flow through of expenses shared within the entity co-owners for Wealthwise Advisors, LLC.
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.
1
2
NJ
11/16/2021 - Present
IC Advisory Services, Inc. (BEDMINSTER NJ)
NJ
12/01/1997 - 12/05/2006
INVESTACORP, INC. (WARREN NJ)
SC
09/16/1997 - 12/11/1997
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NJ
11/02/1993 - 09/23/1997
YOUR MONEY MATTERS BROKERAGE SERVICES, INC. (SOMERSET NJ)
NY
02/09/1990 - 11/01/1993
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NA
11/03/1989 - 03/05/1990
FOCUS II SECURITIES, INC.
NY
11/16/1988 - 11/18/1989
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NA
09/28/1988 - 11/22/1988
FOCUS SECURITIES, INC.
GA
03/06/1985 - 10/11/1988
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 01/03/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Thomaier is the right advisor for you? Invested Better is here to help.
