Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Watkins is a financial advisor with Commonwealth Financial Network, a firm with over 3,300 advisors serving clients across the country. Robert is based in Utica, NY, and has been a licensed advisor since 1992. Robert has experience in both securities and insurance, and holds licenses in multiple states. Robert offers a range of financial services, including financial planning, portfolio management, and insurance. Robert is committed to providing personalized financial advice and helping clients reach their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
01/02/2025 - Present
Commonwealth Financial Network (Camillus NY)
DE
02/26/1993 - 05/06/1997
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
02/12/1992 - 12/04/1992
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
02/12/1992 - 12/04/1992
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 08/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/22/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/27/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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