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 Thielmann is a financial professional with over 30 years of experience in the financial services industry. Robert is currently registered with Janney Montgomery Scott LLC and holds Series 7, 24, 27, 63, 65, 99TO, and SIE licenses. Robert has a proven track record of success in providing financial advice to individuals, families, businesses, and institutions. Robert specializes in financial planning, portfolio management, pension consulting, and educational seminars.
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.
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.
Fee plus commission
1
2
PA
12/18/2017 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
AZ
05/19/2008 - 07/25/2008
AIG FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
AZ
05/19/2008 - 07/25/2008
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
GA
06/09/2006 - 07/25/2008
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
GA
06/09/2006 - 07/25/2008
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
10/14/2004 - 07/25/2008
ROYAL ALLIANCE ASSOCIATES, INC. (NEW YORK NY)
NJ
10/16/1995 - 11/10/2003
PERSHING LLC (JERSEY CITY NJ)
NJ
01/03/1995 - 02/15/1995
PERSHING TRADING COMPANY, L.P. (JERSEY CITY NJ)
NJ
03/09/1992 - 01/03/1995
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
IA
Issued 12/18/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2013
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/02/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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