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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Groth is a financial advisor with Fidelity Personal And Workplace Advisors. Robert is licensed to provide investment advice in 53 states, including California, New York, Texas, and Florida. Robert is a CERTIFIED FINANCIAL PLANNER™ professional, and has over 20 years of experience in the financial services industry. Before joining Fidelity Personal And Workplace Advisors, Robert was an advisor with RBC CAPITAL MARKETS, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Robert's areas of expertise include retirement planning, investment management, and financial planning for individuals and families.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
06/26/2024 - Present
Fidelity Personal AND Workplace Advisors (FOLSOM CA)
NY
12/06/2021 - 05/02/2024
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
CA
12/04/2020 - 11/12/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FOLSOM CA)
BOTH
Issued 01/04/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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