Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Ruscick is a financial advisor at Wells Fargo Clearing Services, LLC. He is registered with the state of New Jersey and has over 25 years of experience in the industry. Robert has worked at a number of firms including PNC Investments, BANC OF AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC. and DEAN WITTER REYNOLDS INC. His background and experience give him the expertise and knowledge to help clients develop and implement financial plans to achieve their 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.
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.
Investment consulting services to institutional clients
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.
1
2
NJ
11/06/2014 - Present
Wells Fargo Clearing Services, LLC (PARAMUS NJ)
NJ
01/21/2009 - 11/11/2014
PNC INVESTMENTS (WESTWOOD NJ)
NJ
10/20/2004 - 01/13/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (GLEN ROCK NJ)
NY
05/18/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
09/11/1995 - 01/18/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 05/28/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 09/08/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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