Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Grenus is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with Integrated Wealth Concepts LLC, an independent investment advisor firm, and LPL Financial. Robert's primary focus is on providing investment advice and financial planning services to individuals, high-net-worth individuals, businesses, and pension and profit-sharing plans. Prior to joining Integrated Wealth Concepts LLC, Robert was a financial advisor with Lincoln Financial Advisors Corporation. Robert is a highly experienced and knowledgeable financial advisor, and his clients appreciate his commitment to providing personalized service and helping them achieve their financial goals.
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.
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.
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CT
05/13/2019 - Present
Integrated Wealth Concepts LLC (Glastonbury CT)
CT
12/03/2003 - 10/18/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (GLASTONBURY CT)
CT
12/03/2003 - 03/31/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (GLASTONBURY CT)
MA
06/19/1992 - 12/04/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 12/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/18/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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