Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Auster is a registered representative with Cbiz Financial Solutions, Inc. and a registered investment advisor with Cbiz Investment Advisory Services, LLC. Robert has been in the financial services industry since 1982. Robert is registered with the state of California and Indiana for both broker-dealer and investment advisor services. Robert is also registered with the state of Minnesota for broker-dealer services. Robert specializes in providing financial planning services for individuals and families. Robert is a graduate of the University of Akron and holds a Master's degree in Business Administration from the University of Akron.
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.
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.
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.
A percentage of assets under advisement
1
2
OH
12/04/2018 - Present
Cbiz Financial Solutions, Inc. (CLEVELAND OH)
CA
10/31/2001 - 11/15/2004
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
MA
07/12/2000 - 12/31/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 10/12/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/11/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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