Unclaimed
Robert Pajak is a financial advisor with First Affirmative Financial Network LLC in West Newton, MA. Robert has been in the industry since 2001 and holds Series 7, Series 63, and Series 65 licenses. Robert specializes in financial planning, portfolio management for businesses and individuals, and educational seminars.
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.
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2
MA
07/27/2007 - Present
First Affirmative Financial Network LLC (WEST NEWTON MA)
MA
02/12/2004 - 11/21/2005
WINSLOW, EVANS & CROCKER, INC. (BOSTON MA)
MA
10/09/2001 - 02/20/2004
DETWILER, MITCHELL, FENTON & GRAVES, INC. (BOSTON MA)
MA
01/24/2001 - 10/09/2001
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
IA
Issued 07/18/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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