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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Fitzpatrick is a financial professional who has been in the industry since 2004 and is registered to provide investment advice in Arizona and Texas. He is currently employed by Edelman Financial Engines. Robert has experience with a range of financial firms and holds a Series 6, 7, 63, and 65 license. Robert specializes in financial planning, pension consulting, and portfolio management. He has experience working with clients of all types including high-net-worth individuals, individuals, corporations, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
AZ
01/08/2020 - Present
Edelman Financial Engines (PHOENIX AZ)
AZ
11/27/2013 - 04/29/2014
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
04/25/2013 - 12/12/2013
LPL FINANCIAL LLC (PHOENIX AZ)
AZ
02/18/2010 - 01/08/2013
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (PHOENIX AZ)
AZ
02/18/2010 - 01/08/2013
MUTUAL OF AMERICA SECURITIES CORPORATION (PHOENIX AZ)
AZ
09/07/2007 - 01/12/2010
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
03/07/2006 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)
MA
12/10/2004 - 10/12/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 6/12/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/25/2007
Series 7 - General Securities Representative Examination
BC
Issued 9/27/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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