Unclaimed
Robert Yarosz is an investment advisor representative at World Equity Group, Inc. Robert has been in the industry since 1990 and holds several securities licenses including Series 6, 7, 22, 24, 63, 65, 99TO, and SIE. Robert is registered in multiple states and provides financial planning, pension consulting, and portfolio management services for individuals and 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.
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.
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
IL
02/25/2019 - Present
World Equity Group, Inc. (Schaumburg IL)
MO
05/22/1993 - 09/26/1997
FFP SECURITIES, INC. (CHESTERFIELD MO)
AZ
10/04/1991 - 05/13/1993
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
PA
07/25/1990 - 10/23/1991
CIGNA SECURITIES, INC. (RADNOR PA)
IA
Issued 08/31/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1992
Series 7 - General Securities Representative Examination
BC
Issued 10/23/1990
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/23/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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