Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wirth is a financial professional with over 30 years of experience in the financial services industry. Robert is currently registered with Worth Financial Group Inc. and has a history of working with other firms including SWS Financial Services, Inc., Washington Square Securities, Inc., and MGA Securities Corporation. Robert holds a variety of licenses including Series 7, 63, 24, 26, 27, and 65. Robert Wirth is a financial advisor in the Dallas area and provides investment advice to individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
03/27/2017 - Present
Worth Financial Group Inc. (DALLAS TX)
TX
01/30/1990 - 05/26/2015
SWS FINANCIAL SERVICES, INC. (ADDISON TX)
CT
02/15/1990 - 12/31/1993
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
TX
02/13/1985 - 12/31/1989
WIRTH EQUITIES CORPORATION (DALLAS TX)
NA
09/16/1982 - 02/26/1985
MGA SECURITIES CORPORATION
NA
05/22/1981 - 10/14/1982
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NA
10/15/1976 - 06/18/1981
CG EQUITY SALES COMPANY
NA
07/10/1975 - 04/26/1976
CG EQUITY SALES COMPANY
IA
Issued 07/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/1987
Series 27 - Financial and Operations Principal Examination
BC
Issued 04/20/1987
Series 24 - General Securities Principal Examination
BC
Issued 12/05/1984
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/04/1984
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
BC
Issued 07/08/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Wirth is the right advisor for you? Invested Better is here to help.
