Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Glenn Pavlik is an investment advisor representative with Dakota Wealth, LLC. Robert is registered in Connecticut, Florida, and North Carolina. He has been in the financial industry for over 20 years. Prior to joining Dakota Wealth, Robert worked at Slatestone Wealth, LLC and BP Wealth Management, LLC. Robert has a diverse experience across multiple firms including Financial Assets Corporation, Matrix Capital Group, Inc., Laidlaw Global Securities, Inc., W. P. Stewart & Co., Inc., and Kuhns Brothers & Laidlaw, Inc. Robert holds Series 4, 7, 24, and 63 licenses. Dakota Wealth, LLC provides investment advisory services to individuals, corporations, investment companies, and pooled investment vehicles. The firm also provides outsourced investment advisory services for other advisors and tax preparation/filing.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Outsourced investment advisory services for other advisers; tax preparation/filing
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
04/29/2021 - Present
Dakota Wealth, LLC (FAIRFIELD CT)
NY
06/02/1999 - 08/30/2010
FINANCIAL ASSETS CORPORATION (NEW YORK, NY)
NY
08/27/1998 - 05/27/1999
MATRIX CAPITAL GROUP, INC. (NEW YORK NY)
NY
03/10/1997 - 08/19/1998
LAIDLAW GLOBAL SECURITIES, INC. (NEW YORK NY)
NY
07/23/1991 - 10/21/1993
W. P. STEWART & CO., INC. (NEW YORK NY)
NY
06/17/1988 - 05/29/1990
WR LAZARD, LAIDLAW & MEAD INCORPORATED (NEW YORK NY)
NA
12/18/1987 - 07/01/1988
KUHNS BROTHERS & LAIDLAW, INC.
IA
Issued 07/12/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2000
Series 4 - Registered Options Principal Examination
BC
Issued 01/16/1998
Series 24 - General Securities Principal Examination
BC
Issued 03/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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