Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Mojsej is a financial advisor with over 20 years of experience in the financial services industry. Robert is currently registered with LPL Financial LLC and has been with the firm since February 2018. Previously, Robert was a registered representative with INVEST Financial Corporation from June 2011 until February 2018. Robert is also a partner at Welker Mojsej & Delvecchio CPAS, where he works as a tax preparer and accountant.
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.
Consulting and other non-discretionary advisory services
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.
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NY
08/03/2021 - Present
LPL Financial LLC (ROCHESTER NY)
NY
06/23/2011 - 02/14/2018
INVEST FINANCIAL CORPORATION (ROCHESTER NY)
NY
07/16/2009 - 06/23/2011
ENSEMBLE FINANCIAL SERVICES, INC. (ROCHESTER NY)
NY
10/10/2002 - 07/20/2009
MML INVESTORS SERVICES, INC. (ROCHESTER NY)
BC
Issued 10/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/09/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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