Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wroblewski is an investment advisor representative with Momentum Independent Network Inc. Robert is based in Dallas, TX, and has been in the financial industry for over 25 years. Robert has a Series 7 and Series 63 license, and also holds a Series 24 license. Momentum Independent Network Inc., is a financial firm based in Dallas, TX. The firm provides financial services to individuals, businesses, and charitable organizations. Momentum Independent Network Inc. offers a variety of services, including financial planning, portfolio management, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
12b-1 fees
1
2
TX
10/19/2017 - Present
Momentum Independent Network Inc. (DALLAS TX)
FL
09/08/2009 - 01/22/2015
LPL FINANCIAL LLC (INDIALANTIC FL)
FL
05/29/2001 - 09/08/2009
MUTUAL SERVICE CORPORATION (NORTH PALM BEACH FL)
CA
02/26/2001 - 05/18/2001
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
MA
03/16/1998 - 02/12/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
WI
06/06/1997 - 02/11/1998
INVEST FINANCIAL CORPORATION (APPLETON WI)
FL
09/27/1994 - 10/08/1996
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BC
Issued 06/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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