Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Gerard Devita is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, Illinois. Robert has been in the industry since February 23, 1989. Robert has been registered with Ausdal Financial Partners, Inc. since July 1, 2010. Previously, Robert was associated with AXA Advisors, LLC, H&R Block Financial Advisors, Inc. and Morgan Stanley DW Inc. among others. Robert has a broad range of experience and has worked with a variety of clients, including high net worth individuals, corporations, and charitable organizations.
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.
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.
Advice on uma platforms
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.
Revenue sharing
1
2
IL
07/01/2010 - Present
Ausdal Financial Partners, Inc. (DOWNERS GROVE IL)
IL
03/02/2006 - 07/09/2010
AXA ADVISORS, LLC (OAK BROOK IL)
IL
06/23/2004 - 03/10/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (OAKBROOK TERRACE IL)
NY
05/18/2004 - 06/02/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
MI
06/25/1991 - 05/05/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NA
02/26/1991 - 06/18/1991
FIRST GATEWAY SECURITIES INC.
FL
07/30/1990 - 02/07/1991
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
CA
05/18/1990 - 07/19/1990
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
10/03/1989 - 05/18/1990
JONATHAN ALAN & CO., INC.
NY
12/20/1988 - 10/07/1989
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 10/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/1994
Series 24 - General Securities Principal Examination
BC
Issued 09/02/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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