Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert David Mizaur is a registered Investment Advisor Representative with Morningstar Investment Services LLC. Robert has been in the industry since 2013 and is licensed in Illinois. Robert has worked for several firms in the past including Independent Financial Group LLC and Commonwealth Financial Network. Robert David Mizaur has Series 66, Series 7 and SIE licenses and is licensed in Illinois.
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.
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.
Aua
1
2
IL
11/07/2023 - Present
Morningstar Investment Services LLC (CHICAGO IL)
CA
08/23/2016 - 06/20/2017
INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)
CA
05/07/2015 - 08/24/2016
COMMONWEALTH FINANCIAL NETWORK (SAN DIEGO CA)
BOTH
Issued 12/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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