Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert J. Adler is a financial advisor with Commonwealth Financial Network. Robert has over 39 years of experience in the financial services industry and is registered to provide investment advice in 29 states and the District of Columbia. Robert's primary focus is on providing financial planning and portfolio management services to individuals, families, and businesses. Robert is also a Registered Representative of Commonwealth Financial Network and offers a variety of investment products, including mutual funds, stocks, bonds, and insurance. Robert has been recognized as a Top Advisor by numerous publications and has been featured in a number of articles and interviews.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
05/01/2023 - Present
Commonwealth Financial Network (Melville NY)
NY
11/29/1989 - 05/11/2023
PRINCIPAL SECURITIES, INC. (Melville NY)
NA
01/23/1985 - 10/31/1989
HOME LIFE INSURANCE COMPANY
CT
12/19/1983 - 10/31/1989
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BC
Issued 12/19/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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