Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Michael Birgen is a financial advisor registered with Merit Financial Advisors. Robert has been in the financial industry since 1987 and is a Certified Financial Planner and a Personal Financial Specialist. Robert has a wide range of experience in the industry and is committed to providing personalized financial advice to his clients. He helps individuals and families create and implement financial plans that are tailored to their specific needs.
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.
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.
Consulting fees
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2
GA
01/19/2024 - Present
Merit Financial Advisors (ALPHARETTA GA)
CA
09/08/2009 - 11/13/2023
LPL FINANCIAL LLC (DIAMOND BAR CA)
CA
04/30/2009 - 09/08/2009
ASSOCIATED SECURITIES CORP. (DIAMOND BAR CA)
CA
05/23/1991 - 05/01/2009
FSC SECURITIES CORPORATION (DIAMOND BAR CA)
PA
05/13/1987 - 05/20/1991
CIGNA SECURITIES, INC. (RADNOR PA)
IA
Issued 08/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
BC
Issued 05/22/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/12/1987
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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