Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Polk is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with Osaic Wealth, Inc., which has offices in Scottsdale, Arizona, and Melville, New York. Robert has worked for several other firms during his career, including Yankee Financial Group, Inc., Glenn Michael Financial, Inc., Park Avenue Securities LLC, Guardian Investor Services Corporation, Anchor National Financial Services, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, and Robert Todd Financial Corp. Robert is licensed in several states and has passed various securities exams, including the Series 7, Series 63 and SIE. Robert also holds the Certified Financial Planner designation. Robert specializes in financial planning, pension consulting, and educational seminars. Robert works with a variety of clients including high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
10/11/2024 - Present
Osaic Wealth, Inc. (MELVILLE NY)
NY
01/22/2001 - 02/23/2004
YANKEE FINANCIAL GROUP, INC. (MELVILLE NY)
NY
09/19/2000 - 03/13/2001
GLENN MICHAEL FINANCIAL, INC. (MELVILLE NY)
NY
05/03/1999 - 10/10/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
12/03/1991 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
10/25/1991 - 11/13/1991
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
MN
09/18/1990 - 10/25/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/18/1990 - 10/25/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
01/01/1990 - 10/01/1990
ROBERT TODD FINANCIAL CORP. (NEW YORK NY)
BC
Issued 01/08/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Polk is the right advisor for you? Invested Better is here to help.
