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 Elzholz is a financial advisor with Redw Wealth LLC, located in Phoenix, Arizona. Robert has been in the financial services industry for over 15 years and is a Certified Financial Planner. He has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations and pension and profit sharing plans. Robert specializes in financial planning, tax preparation, pension consulting, and portfolio management.
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.
Tax preparation
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.
Negotiated fees for bundled services
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AZ
11/02/2022 - Present
Redw Wealth LLC (Phoenix AZ)
AZ
10/01/2012 - 01/23/2013
J.P. MORGAN SECURITIES LLC (GLENDALE AZ)
AZ
04/07/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PHOENIX AZ)
AZ
11/17/2009 - 03/24/2010
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (PHOENIX AZ)
AZ
08/12/2008 - 11/30/2009
ING FINANCIAL PARTNERS, INC. (PHOENIX AZ)
AZ
08/31/2007 - 07/24/2008
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
03/24/2006 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)
IA
Issued 05/04/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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