Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Blocker is an investment advisor representative at Avantax Advisory Services. Robert has been in the industry since 1997 and has experience in financial planning, portfolio management, and pension consulting. Robert holds a Series 6, 7, 62, and 63 license, as well as the Series 65 license and the SIE exam. Robert is registered with the state of New Jersey as an investment advisor representative and is also registered with the state of New Jersey as a broker-dealer representative. Robert is a partner with Bridgehaven Capital, LLC, which provides mortgage loans to individuals. Robert is also a tax preparer and accountant, and is licensed to prepare tax returns and manage business.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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 fees
1
2
NJ
06/14/2016 - Present
Avantax Advisory Services (Morris Plains NJ)
IA
Issued 10/01/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/01/2000
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 12/17/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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