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 Williams is a registered investment advisor representative at Valmark Advisers, Inc. located in Pittsford, NY. He is also a registered investment advisor in 13 states: California, Connecticut, Georgia, Maine, Maryland, Massachusetts, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina and Virginia. Robert has been in the securities industry for over six years and has experience working with individuals, families, trusts, and businesses. Robert Michael Williams can help clients with their financial planning, investment management, and retirement planning needs. He also offers a variety of other financial services, including consulting and selection of other advisors. Robert is committed to providing his clients with 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting
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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NY
02/15/2023 - Present
Valmark Advisers, Inc. (Pittsford NY)
NY
02/06/2019 - 08/04/2020
HORNOR, TOWNSEND & KENT, LLC (PITTSFORD NY)
NY
07/24/2018 - 01/28/2019
LINCOLN FINANCIAL ADVISORS CORPORATION (ROCHESTER NY)
NY
06/15/2016 - 08/03/2018
HORNOR, TOWNSEND & KENT, INC. (ROCHESTER NY)
IA
Issued 01/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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