Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Sack is a financial professional with over 50 years of experience in the industry. Robert is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Robert has previously worked for a number of firms, including Veravest Investments, Inc., WZW Financial Services, Inc., Cornerstone Financial Services, Inc., and Piedmont Capital Corporation. Robert is a Certified Financial Planner and holds a Series 7TO, SIE, and Series 1 license. Robert specializes in providing financial planning services to individuals and businesses.
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.
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.
1
2
TX
06/20/2021 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
MA
12/16/1985 - 12/15/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NA
07/06/1983 - 01/07/1985
WZW FINANCIAL SERVICES, INC.
NA
10/05/1976 - 07/05/1983
CORNERSTONE FINANCIAL SERVICES, INC.
NA
11/01/1971 - 02/22/1980
PIEDMONT CAPITAL CORPORATION
NA
11/05/1971 - 11/13/1976
PIEDMONT CAPITAL CORPORATION
NA
06/02/1970 - 11/01/1971
PIEDMONT CAPITAL CORPORATION
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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