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 Pitzer is a financial advisor with Truist Advisory Services, Inc.. Robert has been in the financial industry since May 4, 2000. Robert has a Series 6, 7, 63 and 65 licenses and holds registrations in multiple states. Robert's specialties include retirement planning, investment management, financial planning, estate planning, and insurance. The firm's website highlights Robert's commitment to providing personalized financial advice and helping clients achieve their financial goals.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
03/04/2024 - Present
Truist Advisory Services, Inc. (CRYSTAL RIVER FL)
FL
04/12/2010 - 01/03/2012
BB&T INVESTMENT SERVICES, INC. (SPRING HILL FL)
FL
11/07/2008 - 04/27/2010
SECURIAN FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
11/13/2006 - 11/05/2008
SIGNATOR INVESTORS, INC. (MAITLAND FL)
FL
09/13/2000 - 09/22/2006
PRINCOR FINANCIAL SERVICES CORPORATION (MAITLAND FL)
NJ
02/08/2000 - 08/10/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 03/15/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/07/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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