Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Gleyze is a financial advisor with over 25 years of experience in the industry. Robert is a Certified Financial Planner and is currently registered with Janney Montgomery Scott LLC. Robert has been with the firm since June 2005, previously working with Parker/Hunter Incorporated from 1994 to 2005. Robert is licensed to provide financial advice in numerous states, including California, North Carolina, Ohio, Pennsylvania and Texas. In addition to the Series 7 and Series 63 exams, Robert has also passed the Series 65, Series 9 and the SIE exams. Robert is a highly experienced financial professional with a deep understanding of the financial markets.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
01/06/2021 - Present
Janney Montgomery Scott LLC (SEWICKLEY (Wexford) PA)
PA
07/25/1994 - 06/25/2005
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
IA
Issued 08/19/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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