Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Paul Kudrich is an Investment Advisor Representative with AE Wealth Management, LLC. Robert has been in the financial industry since 2005 and is licensed in Pennsylvania and Texas. He is a Series 65 licensed professional who holds the Uniform Investment Adviser Law Examination. Robert is a specialist in financial planning, portfolio management for businesses and individuals, and pension consulting. He is also a registered representative with Fortune Financial Group.
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.
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PA
01/08/2021 - Present
AE Wealth Management, LLC (Dunmore PA)
IA
Issued 08/20/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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