Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Fitzjarrald is an investment advisor representative with Latitude Advisors, LLC. Robert has been in the industry since January 29, 1997, and has a strong track record of helping clients achieve their financial goals. Robert is registered with the state of Illinois as an Investment Advisor Representative. Robert is also registered with the state of California, Florida, Illinois, Indiana, Iowa, Michigan, Minnesota, Pennsylvania, and Texas as a Broker-Dealer. Robert is a Certified Public Accountant (CPA) and has experience in providing tax and accounting services. Robert also offers fixed annuities and rental real estate services. Robert is dedicated to providing his clients with personalized service and helping them make informed investment decisions.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Third party referral fees
1
2
IL
01/08/2018 - Present
Latitude Advisors, LLC (Canton IL)
IL
01/04/1999 - 12/31/2009
MEDALLION INVESTMENT SERVICES, INC. (CANTON IL)
TN
01/24/1997 - 12/31/1998
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
IA
Issued 01/08/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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