Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Grosskopf is a financial advisor with over 12 years of experience in the industry. Robert has a broad range of experience in the financial industry, having worked at several firms including Vanguard Marketing Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Investment Services, Inc., TD Waterhouse Investor Services, Inc., and Charles Schwab & Co., Inc. Currently, Robert is registered with Wells Fargo Clearing Services, LLC. Robert holds the Series 7 and 66 licenses, as well as the SIE.
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.
Investment consulting services to institutional clients
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.
1
2
MO
01/24/2023 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
AZ
01/28/2011 - 05/24/2021
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
NY
10/23/2009 - 11/30/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SYRACUSE NY)
NY
08/22/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SYRACUSE NY)
NE
04/12/2000 - 05/31/2000
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
TX
10/27/1999 - 12/22/1999
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 12/02/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Robert Grosskopf is the right advisor for you? Invested Better is here to help.
