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 Fink is a financial advisor with over 30 years of experience in the financial services industry. Robert is currently registered with Private Advisor Group, LLC and Comprehensive Advisors, LLC. He is also a Certified Financial Planner™. Robert previously worked at National Planning Corporation, MSI Financial Services, Inc., and Metropolitan Life Insurance Company. Robert holds FINRA Series 6, 7, and 63 licenses, as well as the SIE. Robert provides financial planning and investment advisory services to individuals, businesses, and charitable organizations.
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.
Solicitation/referral
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/referral fees
1
2
NJ
07/29/2024 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
PA
08/05/2016 - 11/29/2017
NATIONAL PLANNING CORPORATION (LANSDALE PA)
PA
07/20/1994 - 08/11/2016
MSI FINANCIAL SERVICES, INC. (LANSDALE PA)
PA
07/20/1994 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (LANSDALE PA)
BC
Issued 07/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/19/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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