Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Nejman is a financial advisor with Truist Advisory Services, Inc. Robert has been in the financial services industry for over 20 years. Robert specializes in providing financial planning and investment management services to individuals, families, and businesses. Robert is registered to offer securities and investment advisory services in 52 states and the District of Columbia. Robert has a Series 6, 7, 63 and 66 licenses as well as the SIE exam and holds the Certified Financial Planner designation. Robert has experience with a variety of investment products and services. Prior to joining Truist Advisory Services, Inc., Robert was a financial advisor with SAFECO Investment Services, Inc. and VALIC Financial Advisors, Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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
03/14/2017 - Present
Truist Advisory Services, Inc. (ORLANDO FL)
MA
05/29/2003 - 12/12/2003
SAFECO INVESTMENT SERVICES, INC. (BOSTON MA)
TX
07/19/2002 - 05/23/2003
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
BOTH
Issued 11/17/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/18/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Nejman is the right advisor for you? Invested Better is here to help.
