Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Francis Bieniek is a financial advisor with over 40 years of experience in the industry. Robert is currently registered with World Equity Group, Inc. Prior to joining World Equity Group, Inc., Robert worked at National Planning Corporation, SunAmerica Securities, Inc., Southmark Financial Services, Inc., Integrated Resources Equity Corporation, Capital Analysts, Incorporated, John Hancock Distributors, Inc., and CIGNA Securities, Inc. Robert has passed numerous industry exams including the Series 65, Series 63, Series 24, SIE, Series 7, and Series 1. Robert specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for 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.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
06/17/2005 - Present
World Equity Group, Inc. (SCHAUMBURG IL)
CA
10/01/1999 - 05/06/2005
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
AZ
06/18/1989 - 10/01/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
04/07/1987 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
03/12/1986 - 04/28/1987
INTEGRATED RESOURCES EQUITY CORPORATION
NA
03/28/1985 - 10/20/1986
CAPITAL ANALYSTS, INCORPORATED
NA
07/13/1984 - 05/14/1985
JOHN HANCOCK DISTRIBUTORS, INC.
NA
05/18/1978 - 03/23/1984
CIGNA SECURITIES, INC.
IA
Issued 06/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 05/15/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Bieniek is the right advisor for you? Invested Better is here to help.
