Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Whitaker is a Registered Representative and Investment Advisor Representative with Newbridge Financial Services Group, Inc. based in Boca Raton, FL. Robert has been active in the industry since June 18, 2022 and holds the Series 7TO, Series 66, and SIE licenses. Robert has a strong background in insurance sales and financial planning.
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.
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.
Promoter fees
1
2
FL
09/28/2023 - Present
Newbridge Financial Services Group, Inc. (THE VILLAGES FL)
BOTH
Issued 09/09/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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