Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Guldner is an investment advisor representative with Steward Partners Investment Advisory, LLC. Robert has been in the financial services industry since 1995. He specializes in financial planning, retirement planning, and portfolio management for individuals and high-net-worth clients. Robert has previously worked at Cadaret, Grant & Co., Inc. and other firms in the financial services industry.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
NY
06/27/2023 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
NY
04/09/2021 - 07/20/2023
CADARET, GRANT & CO., INC. (SYRACUSE NY)
CA
04/09/2021 - 07/20/2023
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
TX
04/09/2021 - 07/20/2023
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
CA
04/09/2021 - 07/20/2023
SORRENTO PACIFIC FINANCIAL, LLC (SAN DIEGO CA)
CA
04/09/2021 - 07/20/2023
WESTERN INTERNATIONAL SECURITIES, INC. (PASADENA CA)
NE
10/02/2020 - 04/09/2021
SECURITIES AMERICA, INC. (LAVISTA NE)
GA
10/07/2014 - 04/06/2021
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
10/07/2014 - 04/06/2021
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
10/07/2014 - 04/06/2021
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
NJ
12/09/2008 - 04/06/2021
ROYAL ALLIANCE ASSOCIATES, INC. (JERSEY CITY NJ)
NJ
09/27/2006 - 08/14/2008
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
AZ
03/10/2003 - 10/18/2006
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
12/19/2000 - 02/18/2003
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NY
03/20/1997 - 10/13/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NY
10/19/1994 - 02/04/1997
GKN SECURITIES CORP. (NEW YORK NY)
NY
09/27/1994 - 11/09/1994
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NY
04/19/1994 - 10/26/1994
D. BLECH & COMPANY, INCORPORATED (NEW YORK NY)
NA
10/22/1993 - 05/20/1994
JAMES W. BULLARD, JR., INCORPORATED
IA
Issued 10/20/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2007
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 10/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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