Unclaimed
Robert Botschka is an experienced financial professional with over a decade of experience in the securities industry. Robert currently holds Series 7, 79, 79TO, and SIE licenses. Robert is registered with Fifth Third Securities, Inc. in New Jersey and New York. Robert's previous experience includes roles at LLOYDS SECURITIES and RBC CAPITAL MARKETS CORPORATION. Robert specializes in Portfolio Management for Businesses, Portfolio Management for Individuals, and Selection of Other Advisers.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
NY
07/15/2022 - Present
Fifth Third Securities, Inc. (NEW YORK NY)
NY
02/08/2011 - 07/23/2013
LLOYDS SECURITIES (NEW YORK NY)
NY
12/06/2007 - 12/01/2008
RBC CAPITAL MARKETS CORPORATION (NEW YORK NY)
BC
Issued 9/23/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/15/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 6/3/2022
SIE - Securities Industry Essentials Examination
BC
Issued 2/15/2011
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 12/5/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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