Unclaimed
Robert Martin Black is a financial advisor with over 40 years of experience in the industry. Robert is a registered representative with Prosperity Capital Advisors and has been with the firm since November 2023. Robert's previous experience includes positions with Nationwide Securities, LLC, 1717 Capital Management Company, and Moore & Schley/Meeker Sharkey Group Inc. Robert holds a Series 7, Series 63, and SIE licenses. Robert specializes in providing financial planning, portfolio management, and educational seminars. Robert is a Chartered Financial Consultant and is registered with the Securities and Exchange Commission (SEC).
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
FL
05/21/2024 - Present
Prosperity Capital Advisors (Venice FL)
NJ
08/01/2008 - 11/01/2010
NATIONWIDE SECURITIES, LLC (CRANFORD NJ)
NJ
11/05/1986 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (CRANFORD NJ)
NA
06/22/1983 - 12/13/1988
MOORE & SCHLEY/MEEKER SHARKEY GROUP INC.
BC
Issued 06/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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