Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Williams is a financial advisor with Park Avenue Securities LLC located in Pittsburgh, PA. Robert has been in the industry since 2021. Robert is registered with the state of Pennsylvania and holds Series 63, Series 6TO and SIE licenses. Previously, Robert worked at J.P. MORGAN SECURITIES LLC in Mc Kees Rocks, PA. Robert's primary focus is on providing financial planning and portfolio management services to individuals.
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
PA
08/01/2024 - Present
Park Avenue Securities LLC (PITTSBURGH PA)
PA
10/15/2021 - 06/25/2024
J.P. MORGAN SECURITIES LLC (Mc Kees Rocks PA)
BC
Issued 09/29/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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