Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Spitler is an investment advisor representative who has been in the industry since 2000. Robert is currently registered with Newbridge Financial Services Group, Inc. in Boca Raton, FL. Robert has previously been registered with several other firms, including I-Bankers Securities, Inc., I-Bankers Direct, LLC, Newbridge Securities Corporation, Westpark Capital, Inc., Sterling Financial Investment Group, Inc., and Joseph Charles & Assoc., Inc. Robert is also a registered investment advisor in Florida. Robert has a wide range of experience in the financial services industry and is committed to providing his clients with the highest level of service.
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.
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.
Promoter fees
1
2
FL
07/12/2023 - Present
Newbridge Financial Services Group, Inc. (BOCA RATON FL)
FL
03/14/2023 - 06/30/2023
I-BANKERS SECURITIES, INC. (BOCA RATON FL)
FL
03/12/2019 - 06/30/2023
I-BANKERS DIRECT, LLC (Boca Raton FL)
FL
02/09/2004 - 07/09/2019
NEWBRIDGE SECURITIES CORPORATION (FORT LAUDERDALE FL)
CA
10/09/2002 - 02/18/2004
WESTPARK CAPITAL, INC. (LOS ANGELES CA)
FL
11/20/2000 - 10/16/2002
STERLING FINANCIAL INVESTMENT GROUP, INC. (BOCA RATON FL)
FL
03/22/2000 - 11/20/2000
JOSEPH CHARLES & ASSOC., INC. (BOCA RATON FL)
IA
Issued 12/22/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/10/2000
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional 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 12/23/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Robert Spitler is the right advisor for you? Invested Better is here to help.
