Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kruty is an investment advisor representative with Valmark Advisers, Inc. Robert has been in the financial services industry for over 30 years. Robert has a Series 7, 6, 63, and 66 licenses. Robert has worked with clients from several states and has experience working with high-net-worth individuals, corporations and pension plans.
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.
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.
Strategic management for diversified investment portfolios.
Consulting
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
OH
01/22/2020 - Present
Valmark Advisers, Inc. (WESTLAKE OH)
MA
03/27/2000 - 05/30/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
OH
10/17/1991 - 03/27/2000
INDEPENDENCE CAPITAL CO., INC. (PARMA OH)
MA
07/12/1990 - 10/23/1991
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 02/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/1998
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/11/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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