Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Frusina is an Investment Advisor Representative at Avior Wealth Management, LLC. Robert has been in the industry for several years and has experience in various aspects of wealth management. Robert is also registered with the state of Texas and holds the Series 65 license. Robert works out of the firm's Houston, TX office. Avior Wealth Management, LLC is a firm that focuses on providing investment consulting, financial planning, pension consulting, and portfolio management services to individuals, businesses, and other entities.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
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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NE
03/29/2024 - Present
Avior Wealth Management, LLC (OMAHA NE)
IA
Issued 03/28/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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