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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Elbert Swigert is an investment advisor representative with Goodstead. Robert has been in the industry since 2011 and has experience providing financial planning and portfolio management services to individuals. Robert is registered in Connecticut and has passed the Series 3, Series 63, Series 65, and Series 79 exams. Robert has previously been employed with TANGENT CAPITAL PARTNERS, LLC and LINCON SQUARE ADVISORS LLC.
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.
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.
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CT
01/24/2024 - Present
Goodstead (WASHINGTON CT)
NY
07/07/2011 - 01/29/2014
TANGENT CAPITAL PARTNERS, LLC (NEW YORK NY)
IA
Issued 03/05/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2021
Series 3 - National Commodity Futures Examination
BC
Issued 01/29/2020
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2011
Series 79 - Investment Banking Registered Representative Examination
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Inactive
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