Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Roy Everitt is a financial advisor with Private Advisor Group, LLC, based in Morristown, NJ. Robert is also a registered investment advisor in Pennsylvania and Texas. Robert has been in the financial services industry since 2003 and has been with Private Advisor Group since 2011. Robert has a strong track record of providing financial advice to a wide range of clients, including individuals, families, businesses, and non-profits. Robert is committed to helping clients achieve their financial goals through a comprehensive 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.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
04/08/2022 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
PA
02/06/2008 - 09/30/2010
PFS INVESTMENTS INC. (QUAKERTOWN PA)
PA
01/29/2004 - 04/09/2007
UNIVEST INVESTMENTS, INC. (SOUDERTON PA)
MN
05/21/2001 - 11/30/2001
MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)
MD
09/19/2000 - 05/01/2001
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BC
Issued 11/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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