Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Maciej Tomaszewski is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Robert has been in the financial industry since July 10, 2000. Robert is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 63, Series 7, and SIE licenses. Robert has been with Raymond James Financial Services Advisors, Inc. since February 2011. Robert's previous experience includes working with A. G. Edwards & Sons, Inc., Edward Jones, and WELLS FARGO ADVISORS, LLC. Robert specializes in Retirement planning, College savings, Estate planning, Insurance, and Tax planning. Robert is registered in Arizona, California, Colorado, Florida, Georgia, Hawaii, Indiana, Maryland, Michigan, New Jersey, North Carolina, Ohio, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
03/23/2011 - Present
Raymond James Financial Services Advisors, Inc. (Rochester Hills MI)
MI
01/01/2008 - 02/22/2011
WELLS FARGO ADVISORS, LLC (BIRMINGHAM MI)
MI
02/03/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BLOOMFIELD HILLS MI)
MO
07/11/2000 - 02/07/2005
EDWARD JONES (ST. LOUIS MO)
BC
Issued 07/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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