Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Smalanskas Jr. is an active investment advisor representative with Independent Financial Partners located in Enola, Pennsylvania. Robert has been working in the securities industry since 1989 and holds multiple licenses and certifications, including Series 6, 7, 63 and 65. Robert has experience working with individual clients, pension and profit-sharing plans, charitable organizations, and corporations. Robert provides investment advice on a non-discretionary basis, meaning clients make the final decisions about their investments. Robert also provides financial planning services.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
PA
09/26/2022 - Present
Independent Financial Partners (Enola PA)
PA
02/01/2018 - 10/18/2022
PNC INVESTMENTS (CAMP HILL PA)
PA
03/08/2012 - 01/29/2018
WADDELL & REED (CAMP HILL PA)
PA
05/22/2007 - 05/20/2011
CCO INVESTMENT SERVICES CORP. (YORK PA)
PA
11/14/2003 - 05/16/2007
IFMG SECURITIES, INC. (HARRISBURG PA)
NJ
05/25/2001 - 10/21/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
04/04/1997 - 05/29/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
01/28/1995 - 04/25/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
12/06/1993 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
MA
12/19/1989 - 07/07/1993
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/19/1989 - 07/07/1993
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 01/06/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1993
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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