Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Walczuk is an investment advisor representative with Thrivent Investment Management Inc. Robert has been in the securities industry since 1988 and has been registered with Thrivent Investment Management Inc. since 2007. Robert is licensed to offer investment advisory services in Arizona, California, Connecticut, Idaho, Kansas, Nevada, New York, and Texas. Robert also holds a Series 7, Series 24, Series 63, and Series 66 licenses. Robert's prior experience includes positions at R. W. Presprich & Co., Inc., Cantor Fitzgerald & Co., Mellon Securities LLC, Gruntal & Co., L.L.C., CitiCorp Securities, Inc., Prudential Securities Incorporated, and UBS Securities Inc.
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.
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.
1
2
CA
05/28/2019 - Present
Thrivent Investment Management Inc. (Thousand Oaks CA)
NY
06/16/2005 - 06/21/2007
R. W. PRESSPRICH & CO., INC. (NEW YORK NY)
NY
03/10/2004 - 11/12/2004
CANTOR FITZGERALD & CO. (NEW YORK NY)
NJ
11/15/2001 - 01/13/2004
MELLON SECURITIES LLC (JERSEY CITY NJ)
NY
03/19/1999 - 11/13/2001
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
07/30/1997 - 10/20/1998
CITICORP SECURITIES, INC. (NEW YORK NY)
NY
03/27/1995 - 12/13/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/26/1987 - 03/16/1995
UBS SECURITIES INC. (NEW YORK NY)
BOTH
Issued 07/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Walczuk is the right advisor for you? Invested Better is here to help.
