Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert James Metzger has been in the financial industry since 1997. Robert is a Registered Representative and Investment Advisor Representative with Packerland Brokerage Services, Inc. Robert has been with Packerland Brokerage Services, Inc. for over 12 years and has been registered with the firm since 2005. Robert is licensed in 28 states and has Series 3, 6, 7, 24, 51, 63, and 65 licenses. Robert specializes in providing financial planning, portfolio management, and educational seminars for individuals, businesses, and pension plans.
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.
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
WI
01/07/2025 - Present
Packerland Brokerage Services, Inc. (Oconomowoc WI)
WI
11/02/2009 - 02/24/2010
NYLIFE SECURITIES LLC (MILWAUKEE WI)
WI
06/15/2005 - 10/15/2009
PACKERLAND BROKERAGE SERVICES, INC. (BELOIT WI)
FL
04/11/2001 - 06/14/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
01/11/1999 - 04/03/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
AZ
10/08/1997 - 12/16/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
05/19/1997 - 10/21/1997
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 01/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/07/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/16/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/06/1989
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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