Unclaimed
Robert Slovinsky is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Robert has been in the financial industry since August 25, 1991, and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Robert holds the Series 63, Series 7 and SIE licenses. Robert Slovinsky is a Registered Representative of Wells Fargo Advisors Financial Network, LLC, and an Investment Advisor Representative of Wells Fargo Advisors Financial Network, LLC.
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.
Investment consulting services to institutional clients
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
NY
02/05/2021 - Present
Wells Fargo Advisors Financial Network, LLC (MELVILLE NY)
NY
08/05/2000 - 02/04/2021
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
NY
02/18/1997 - 08/05/2000
FIRST ALBANY CORPORATION (NEW YORK NY)
NY
11/18/1993 - 02/19/1997
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NY
08/26/1991 - 12/02/1993
W.J. NOLAN & COMPANY, INC. (NEW YORK NY)
BC
Issued 06/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Slovinsky is the right advisor for you? Invested Better is here to help.