Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Meduna is a registered representative with Hantz Financial Services, Inc., a firm with a focus on providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutions. Robert has been working in the financial industry since 2001 and has a strong record of success in helping clients achieve their financial goals. Robert is licensed to provide investment advice in multiple states and holds Series 6, 7, 63, and 65 licenses as well as the SIE. Robert is committed to providing his clients with personalized attention and comprehensive financial advice.
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.
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
MI
02/08/2016 - Present
Hantz Financial Services, Inc. (OKEMOS MI)
IA
Issued 03/31/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/26/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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