Unclaimed
Robert Garonzik is a financial advisor with over 40 years of experience in the industry. Currently registered with Janney Montgomery Scott LLC, Robert has served clients in various roles at several firms. Robert has expertise in financial planning and portfolio management for individuals and businesses. His experience spans across multiple firms including Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, and Kidder, Peabody & Co. Incorporated. Robert is also a registered Investment Advisor.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
MD
05/20/2009 - Present
Janney Montgomery Scott LLC (Lutherville (Greenspring) MD)
MD
02/21/2006 - 05/07/2009
CITIGROUP GLOBAL MARKETS INC. (PIKESVILLE MD)
MD
11/03/1987 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
10/30/1987 - 11/04/1987
LEGG MASON MASTEN INC.
NA
04/27/1987 - 10/30/1987
LEGG MASON WOOD WALKER, INCORPORATED
NA
09/29/1980 - 05/12/1987
KIDDER, PEABODY & CO. INCORPORATED
NA
03/01/1978 - 10/29/1980
DEAN WITTER REYNOLDS INC.
IA
Issued 01/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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