Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Fitzgerald is a financial advisor registered with Arkadios Wealth Advisors in Fort Worth, TX. Robert is a financial advisor with over 11 years of experience. Robert has passed the Series 7TO, SIE, and Series 66 exams. Robert has been a registered investment advisor since 2023 and has previous experience with LPL Financial LLC. Robert specializes in financial planning, retirement planning, and investment management services. Robert has worked with clients in the following areas: individuals, families, and businesses.
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.
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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TX
07/22/2024 - Present
Arkadios Wealth Advisors (FORT WORTH TX)
TX
12/22/2023 - 07/24/2024
LPL FINANCIAL LLC (FORT WORTH TX)
BOTH
Issued 04/26/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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