Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Simons is a financial advisor with Madison Avenue Securities, LLC. Robert has been in the industry since December 26, 2017, and is licensed to provide investment advisory services in New Jersey. Robert has a variety of experience, including working with Morgan Stanley, OSAIC WEALTH, INC. and Santander Securities LLC. Robert holds licenses in Series 6, Series 7, Series 63, and Series 65. Robert's specializations include investment advisory services, financial planning, portfolio management for individuals, and portfolio management for businesses. Robert is dedicated to providing his clients with the highest quality financial advice and services.
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.
1
2
NJ
04/25/2024 - Present
Madison Avenue Securities, LLC (Brielle NJ)
NJ
03/04/2019 - 04/26/2024
OSAIC WEALTH, INC. (MANALAPAN NJ)
NJ
12/12/2018 - 01/22/2019
MORGAN STANLEY (TOMS RIVER NJ)
NJ
10/13/2017 - 11/06/2018
SANTANDER SECURITIES LLC (PINE BEACH NJ)
IA
Issued 08/06/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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