Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Walsh is a financial advisor with Centaurus Financial, Inc. Robert is a registered representative with the firm and has been in the financial services industry since 1993. Robert holds Series 63, 65, 7 and 24 licenses. Centaurus Financial, Inc. provides financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses and 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
CT
05/17/2024 - Present
Centaurus Financial, Inc. (SHELTON CT)
CT
02/23/2011 - 05/31/2017
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (BRIDGEPORT CT)
CT
01/25/2008 - 02/11/2011
QA3 FINANCIAL CORP. (BRIDGEPORT CT)
CT
12/02/2002 - 01/24/2008
ROYAL ALLIANCE ASSOCIATES, INC. (DARIEN CT)
NY
01/20/1999 - 09/27/2002
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
AZ
12/01/1997 - 01/13/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
04/07/1993 - 12/05/1994
PATRIOT SECURITIES, INC. (NEW YORK NY)
NY
08/09/1991 - 11/16/1992
EURO BROKERS MAXCOR INC. (NEW YORK NY)
NY
09/07/1989 - 01/16/1990
SANWA - BGK SECURITIES CO., L.P. (NEW YORK NY)
NA
11/06/1984 - 03/11/1985
FIRSTMARK SECURITIES, INC.
NA
10/26/1984 - 11/26/1984
BARRON, MARSHALL & KAMEN CO., INC.
NA
01/26/1984 - 10/03/1984
ZELLER, TORYKIAN & CO. INC.
IA
Issued 02/19/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Walsh is the right advisor for you? Invested Better is here to help.
