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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Longsworth is a registered investment advisor representative with Greenwich Wealth Management, LLC. Robert has been in the financial services industry since 2013 and holds the Series 63, Series 65, Series 7 and SIE licenses. Robert has experience working with high net worth individuals, corporations, charitable organizations, and pension plans. Robert offers investment advisory services such as portfolio management for individuals, businesses and pooled investment vehicles, and financial planning. In addition to Greenwich Wealth Management, Robert has experience with Private Client Services, LLC and First Republic Securities Company, LLC.
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.
Gwm has executed a portfolio manager licensing agreement with covestor limited. covestor limited (doing business as interactive
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.
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CT
04/18/2016 - Present
Greenwich Wealth Management, LLC (GREENWICH CT)
CT
04/11/2016 - 12/02/2016
PRIVATE CLIENT SERVICES, LLC (Greenwich` CT)
NY
11/18/2013 - 06/04/2014
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
IA
Issued 04/15/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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