Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Colomb is a financial advisor with over 20 years of experience in the industry. Robert is a registered Investment Advisor Representative with Colomb Investment Management Company, LLC and holds a Series 6, 7, 63, and 65 licenses. Previously, Robert was a Registered Representative with The O.N. Equity Sales Company, Park Avenue Securities LLC, Guardian Investor Services Corporation, Northwestern Mutual Investment Services, Inc., and The Prudential Insurance Company of America. Robert specializes in providing financial planning, portfolio management for individuals, pension consulting, and selection of other advisors. Robert’s practice serves individuals, corporations or other businesses, insurance companies, investment companies, and high-net-worth individuals. Robert is also the owner of Payroll RX, a non-investment related payroll services company.
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.
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.
Referral fees, asset based consulting fees
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2
LA
04/17/2019 - Present
Colomb Investment Management Company, LLC (METAIRIE LA)
LA
08/04/2005 - 11/21/2011
THE O.N. EQUITY SALES COMPANY (METAIRIE LA)
NY
05/03/1999 - 06/21/2005
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
01/03/1997 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
WI
07/06/1994 - 01/17/1997
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
NJ
07/29/1992 - 04/05/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
07/29/1992 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 11/11/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/28/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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