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 Wetzork is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with Raymond James & Associates, Inc. Prior to joining Raymond James & Associates, Inc., Robert has held positions with Morgan Stanley, Morgan Stanley & Co. Incorporated, SunTrust Investment Services, Inc., J. B. Hanauer & Co., MetLife Securities Inc., and Metropolitan Life Insurance Company. Robert provides a variety of services, including financial planning, portfolio management, and pension consulting.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
07/07/2016 - Present
Raymond James & Associates, Inc. (TAMPA FL)
FL
06/01/2009 - 07/29/2016
MORGAN STANLEY (TAMPA FL)
FL
04/03/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (TAMPA FL)
FL
10/08/1996 - 04/13/2009
SUNTRUST INVESTMENT SERVICES, INC. (TAMPA FL)
NJ
06/24/1994 - 10/14/1996
J. B. HANAUER & CO. (PARSIPPANY NJ)
MA
09/13/1993 - 06/20/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/13/1993 - 06/20/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 09/25/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 06/23/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/10/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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