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 Fritz is an active investment advisor representative. Robert Francis Fritz is also a registered representative of The Ayco Company, LP, with registration beginning in July 2021. Robert Francis Fritz has been in the industry since January 1990, and is licensed in over 50 states. Robert Francis Fritz also has a series 7, series 10, and series 24 registration for the firm.
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.
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
NY
07/11/2021 - Present
THE Ayco Company, LP (COHOES NY)
NY
01/25/1990 - 12/09/1994
MERCER ALLIED CORPORATION (ALBANY NY)
IA
Issued 08/29/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/07/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/05/2006
Series 24 - General Securities Principal Examination
BC
Issued 03/29/2021
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
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Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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