Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Podraza is a financial advisor who has been in the industry since August 2011. Robert is currently registered with Prospera Financial Services, Inc. in Quakertown, PA. Robert has experience working with individuals, high-net-worth individuals, businesses, corporations, trusts, pension and profit sharing plans, charitable organizations, and pooled investment vehicles. Robert offers a variety of financial services including financial planning, portfolio management, and selection of other advisors. Robert is also registered with the following states: Delaware, Florida, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, and Virginia.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
PA
07/06/2021 - Present
Prospera Financial Services, Inc. (Quakertown PA)
PA
08/26/2011 - 07/16/2021
EDWARD JONES (QUAKERTOWN PA)
BOTH
Issued 09/09/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Podraza is the right advisor for you? Invested Better is here to help.
