Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Boswell is an investment professional with over 20 years of experience in the financial services industry. Robert is registered as a broker-dealer and Investment Advisor Representative and has been with Equity Services, Inc. since 2002. Robert is a Series 7, 6, 63, and 65 licensed professional and holds the SIE designation. Robert is a partner at Zenith Financial Group and provides insurance services at Evolution Financial Group. Robert provides financial planning, portfolio management, and insurance services to individuals, corporations, charitable organizations, pension and profit-sharing plans, and high-net-worth clients.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
01/22/2004 - Present
Equity Services, Inc. (MEDIA PA)
IA
Issued 01/13/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/19/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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