Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Polak is a financial professional with over 27 years of experience in the financial services industry. Robert is registered with Tiaa-cref Individual & Institutional Services, LLC in Syracuse, New York. Robert has specialized in working with high net worth individuals, charitable organizations, and corporations. He is dedicated to providing personalized financial advice and helping clients 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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NY
05/25/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (SYRACUSE NY)
NY
05/09/2003 - 05/16/2007
M&T SECURITIES, INC. (CAMDEN NY)
NJ
08/11/1997 - 04/24/2003
CITISTREET EQUITIES LLC (SOMERSET NJ)
NY
06/20/1995 - 05/15/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
06/20/1995 - 05/15/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 11/12/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/19/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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