Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Ambrozy is a financial advisor with over 30 years of experience in the financial services industry. Robert is a Certified Financial Planner and currently operates as an Investment Advisor Representative for Ambrozy & Associates, Inc. in Cranford, NJ.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NJ
11/12/2004 - Present
Ambrozy & Associates, Inc. (CRANFORD NJ)
NJ
05/26/1999 - 03/24/2000
THE KEY GROUP INC. (RAMSEY NJ)
AZ
01/31/1997 - 03/10/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
02/08/1996 - 01/31/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
NJ
10/04/1991 - 01/22/1996
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
NY
09/12/1990 - 10/11/1991
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MA
10/02/1987 - 09/21/1990
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
10/02/1987 - 12/31/1989
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 10/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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