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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kotler is a financial advisor with Global Retirement Partners LLC, a firm headquartered in San Rafael, CA. Robert has been in the industry since 2001 and has a wealth of experience working with both individuals and businesses. Robert is registered with FINRA and the state of Maryland. Robert is a skilled advisor who focuses on retirement planning, investment management and financial planning. Robert's previous experience includes positions at LPL Financial LLC, Financial Telesis Inc, ADP Broker-Dealer, Inc., Mutual of America Life Insurance Company and Mutual of America Securities Corporation.
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.
A percentage of the total value of assets under management is charged.
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MD
12/03/2014 - Present
Global Retirement Partners LLC (BALTIMORE MD)
MD
09/12/2014 - 12/26/2018
LPL FINANCIAL LLC (BALTIMORE MD)
MD
02/24/2014 - 09/12/2014
FINANCIAL TELESIS INC (BALTIMORE MD)
NJ
12/05/2012 - 08/15/2013
ADP BROKER-DEALER, INC. (ROSELAND NJ)
MD
06/14/2012 - 11/21/2012
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (ROCKVILLE MD)
MD
06/14/2012 - 11/21/2012
MUTUAL OF AMERICA SECURITIES CORPORATION (ROCKVILLE MD)
MD
06/13/2006 - 02/23/2007
BB&T INVESTMENT SERVICES, INC. (ANNAPOLIS MD)
MD
05/01/2003 - 06/06/2006
MORGAN STANLEY DW INC. (ELLICOTT CITY MD)
MN
03/14/2003 - 06/23/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/14/2003 - 06/23/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MD
02/22/2001 - 01/09/2003
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BC
Issued 06/18/2012
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/23/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 04/07/2003
Series 7 - General Securities Representative Examination
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Inactive
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