Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Malek is a financial advisor with over 40 years of experience in the industry. Robert is currently registered with Planmember Securities Corp. in Indiana. Robert has previously worked with Cambridge Investment Research, Inc., ING Financial Partners, Inc., Waterstone Financial Group, Inc., Dreher & Associates, Inc., and Anchor National Financial Services, Inc. Robert holds the Series 6, 7, 22, 62, and 63 securities licenses as well as the Series 65 investment advisor license. Robert's areas of expertise include financial planning, pension consulting, portfolio management for individuals and businesses, and investment supervisory services.
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.
Provides investment supervisory services
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
IN
07/29/2024 - Present
Planmember Securities Corp. (Crown Point IN)
IN
05/18/2012 - 08/01/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (Crown Point IN)
IL
02/13/2004 - 05/22/2012
ING FINANCIAL PARTNERS, INC. (PRINCETON IL)
MA
10/28/2002 - 01/30/2004
WATERSTONE FINANCIAL GROUP, INC. (BOSTON MA)
IL
07/02/1986 - 10/28/2002
DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)
NA
08/15/1985 - 07/11/1986
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
11/22/1983 - 04/08/1985
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
05/27/1983 - 11/07/1984
ELWYN, WILLBERT & HAIG INC.
IA
Issued 03/23/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2013
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/31/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/26/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/16/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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