Unclaimed
Robert Grovich is a financial professional with over 12 years of experience in the industry. Robert is currently registered with Franklin Distributors, LLC, and is actively licensed in all 50 states. Robert has held previous positions with Putnam Retail Management Limited Partnership and Empower Financial Services, Inc. Robert has a broad range of licenses and certifications, including the Series 6, 7TO, 26, and 63 exams.
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.
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.
1
2
CT
07/02/2024 - Present
Franklin Distributors, LLC (STAMFORD CT)
MA
05/18/2023 - 07/02/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
CO
02/17/2012 - 05/12/2023
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 02/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Grovich is the right advisor for you? Invested Better is here to help.