Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Swirsky is a financial professional with over 30 years of experience in the financial services industry. He is currently registered with Park Avenue Securities LLC and provides financial advice to a variety of clients, including individuals, families, and businesses. Robert's expertise includes financial planning, portfolio management, and investment advisory services. His previous experience includes roles at Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated.
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.
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.
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
CA
10/12/2018 - Present
Park Avenue Securities LLC (IRVINE CA)
AZ
03/28/1991 - 08/31/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PHOENIX AZ)
WI
03/28/1991 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
OH
08/21/1990 - 02/11/1991
MFI INVESTMENTS CORP. (BRYAN OH)
NY
07/20/1988 - 08/07/1990
FIRST HANOVER SECURITIES, INC. (STATEN ISLAND NY)
NA
10/22/1986 - 11/02/1987
GLEN RAUCH SECURITIES, INC.
BOTH
Issued 11/15/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/1987
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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