Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Joseph Baytosh is a financial advisor with SPC, headquartered in Ann Arbor, Michigan. Robert has been in the financial services industry for over 25 years, starting his career with LPL Financial LLC in 1996. He is registered with FINRA and the state of California, Texas and 10 other states. Robert specializes in offering financial planning, portfolio management, and pension consulting services to individuals, corporations, and charitable organizations. He is also an Independent Insurance Agent.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
04/05/2023 - Present
SPC (ANN ARBOR MI)
CA
10/18/1996 - 06/11/2012
LPL FINANCIAL LLC (TUSTIN CA)
AZ
09/24/1996 - 10/28/1996
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BOTH
Issued 08/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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