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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 Papelian is a financial advisor with Redw Wealth LLC. Robert has been working in the financial industry since 2011. Robert is a Certified Financial Planner and Chartered Financial Analyst. Robert is registered with the following states: Alaska, Arizona, California, Colorado, New Mexico, and Vermont. Robert has experience with individuals, families, trusts, estates, charitable organizations, pension and profit sharing plans, and businesses. Robert provides financial planning, portfolio management, and tax preparation services.
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.
Tax preparation
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.
Negotiated fees for bundled services
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AZ
01/02/2024 - Present
Redw Wealth LLC (Phoenix AZ)
AZ
11/01/2017 - 09/13/2019
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
AZ
08/23/2011 - 04/06/2017
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BOTH
Issued 11/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/10/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2015
Series 3 - National Commodity Futures Examination
BC
Issued 08/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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