Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert William Dombrosky has been in the financial industry since February 3, 1991. Robert is currently registered with Avantax Advisory Services, and has been with the firm since October 13, 1993. Robert is licensed to conduct business in Florida, New York, Pennsylvania and South Carolina. Robert holds the following securities licenses: Series 6, Series 7, Series 63, Series 65 and SIE. In addition to his advisory work, Robert is also a Director/Officer for R.W. Dombrosky Associates, Inc., a Director/Officer for Stoneybrook at Country Walk Homeowners Association and an Agent for HD Vest Insurance Agency, LLC.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
FL
10/13/1993 - Present
Avantax Advisory Services (Miami FL)
IA
Issued 01/31/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/14/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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