Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Von gerds has been in the financial industry since 1998. Robert is currently registered with Equitable Advisors, LLC. Robert is a licensed financial advisor who offers a variety of services to individuals, families, and businesses. These services include financial planning, portfolio management, and pension consulting. Robert is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals. Robert has experience working with clients in Indiana, Kentucky, Michigan, and Ohio. In addition to being a licensed financial advisor, Robert is also a freelance writer for Cincinnati Magazine.
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.
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.
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2
OH
08/01/2003 - Present
Equitable Advisors, LLC (HARRISON OH)
RI
08/21/1998 - 05/30/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 07/31/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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