Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Slomin is an active Investment Advisor Representative and a Registered Representative with Gladstone Wealth Partners. Robert has been in the financial industry since 1998. Prior to joining Gladstone Wealth Partners, Robert worked at firms such as Summit Equities, Inc., Janney Montgomery Scott LLC, Mellon Securities LLC, AXA Advisors, LLC, and Signator Investors, Inc.. Robert's areas of specialization include retirement planning consulting, financial planning, general consulting, and portfolio management for businesses and individuals. Robert has an array of experience in the financial services industry and is dedicated to providing his clients with a comprehensive and personalized approach to financial planning.
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.
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.
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral 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.
A percentage of the total value of assets under management is charged.
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2
NJ
04/23/2018 - Present
Gladstone Wealth Partners (RED BANK NJ)
NJ
09/23/2015 - 06/02/2017
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
PA
06/21/2004 - 07/08/2015
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NJ
09/17/2002 - 06/14/2004
MELLON SECURITIES LLC (JERSEY CITY NJ)
NY
07/11/2000 - 10/01/2002
AXA ADVISORS, LLC (NEW YORK NY)
MA
04/29/1999 - 07/11/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
NA
05/19/1998 - 03/05/1999
SIGNATOR INVESTORS, INC.
IA
Issued 08/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2008
Series 14 - Compliance Officer Examination
BC
Issued 12/15/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/13/2002
Series 4 - Registered Options Principal Examination
BC
Issued 02/24/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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