Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Marks is a financial advisor registered with Regulus Financial Group, LLC and Smallwood Wealth Investment Management, LLC. Robert is based in Red Bank, NJ and has been in the financial services industry since 2021. Robert holds the Series 7, Series 66 and SIE securities licenses and the Certified Financial Planner designation. Robert has experience working with individual clients, corporations, charities and pension plans. Smallwood Wealth Management provides financial planning, portfolio management for individuals and portfolio management for businesses.
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.
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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NJ
03/01/2024 - Present
Smallwood Wealth Management (RED BANK NJ)
BOTH
Issued 08/04/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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