Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Louis Margetic is an investment advisor representative with Redwood Financial Advisors, Inc. in San Rafael, California. Robert has been working in the financial services industry since 1987. Robert's previous experience includes working at The Strategic Financial Alliance, Inc., IFG Network Securities, Inc., Consolidated Investment Services, Inc., LCM Financial Services, Inc., G. R. Phelps & Co., Inc., and CIGNA Securities, Inc. Robert is registered with the state of California. Robert specializes in providing financial planning and portfolio management services to individuals. Redwood Financial Advisors, Inc. is a Registered Investment Advisor with the SEC. The firm manages approximately $13,000,000 in assets for approximately 10 clients. Redwood Financial Advisors, Inc. provides financial planning and portfolio management services to individuals and high-net-worth individuals. The firm charges fees based on a percentage of assets under management, hourly charges, and fixed fees.
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.
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.
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2
CA
10/09/1997 - Present
Redwood Financial Advisors, Inc. (SAN RAFAEL CA)
CA
10/31/2003 - 10/17/2011
THE STRATEGIC FINANCIAL ALLIANCE, INC. (SAN RAFAEL CA)
GA
10/31/1994 - 11/18/2003
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
CO
03/28/1991 - 10/27/1994
CONSOLIDATED INVESTMENT SERVICES, INC. (LITTLETON CO)
CA
10/05/1989 - 11/20/1990
LCM FINANCIAL SERVICES, INC. (SACRAMENTO CA)
NA
07/06/1989 - 11/20/1989
G. R. PHELPS & CO., INC.
PA
08/18/1987 - 04/27/1989
CIGNA SECURITIES, INC. (RADNOR PA)
BC
Issued 01/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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