Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Szymanski is a financial advisor with over 30 years of experience in the financial services industry. Robert is a Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC). Robert currently works for Brookstone Capital Management LLC, a firm with over $1 billion in assets under management. Previously, Robert has worked for E*TRADE SECURITIES LLC, CETERA INVESTMENT SERVICES LLC, and many others. Robert specializes in providing financial planning, portfolio management and educational seminars to individuals, high net worth individuals and corporations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
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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GA
09/20/2022 - Present
Brookstone Capital Management LLC (Duluth GA)
GA
01/14/2014 - 11/21/2014
E*TRADE SECURITIES LLC (ALPHARETTA GA)
GA
04/11/2013 - 01/09/2014
CETERA INVESTMENT SERVICES LLC (DULUTH GA)
CA
08/09/2011 - 04/22/2013
PATRICK CAPITAL MARKETS, LLC (TRABUCO CANYON CA)
CT
02/01/2011 - 06/07/2011
WADSWORTH INVESTMENT CO., INC. (NORTH HAVEN CT)
CA
02/28/2008 - 05/01/2009
CYPRESS CAPITAL CORPORATION (SAN FRANCISCO CA)
PA
11/05/2004 - 02/25/2008
PERSHING LLC (MALVERN PA)
NY
10/03/1997 - 02/04/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
AZ
07/03/1996 - 08/09/1996
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NC
01/05/1996 - 06/17/1996
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
AZ
04/26/1995 - 12/07/1995
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
PA
10/05/1993 - 04/24/1995
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
AL
01/20/1993 - 05/06/1993
SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)
NY
01/28/1992 - 07/01/1992
J.C. BRADFORD & CO. (NEW YORK NY)
NY
07/03/1991 - 09/24/1991
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
06/19/1989 - 06/13/1991
GT GLOBAL, INC. (SAN FRANCISCO CA)
NA
03/15/1984 - 02/11/1989
KEMPER FINANCIAL SERVICES, INC.
NA
09/20/1983 - 02/04/1984
LEHMAN BROTHERS KUHN LOEB INCORPORATED
NA
09/02/1983 - 10/08/1983
DEAN WITTER REYNOLDS INC.
NA
11/27/1981 - 08/25/1983
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 03/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2014
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
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