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Growing With Robert

Certified Financial Advisor

I offer a full-service independent financial consulting dedicated to helping my clients build wealth and protect their hard-earned assets. I am completely independent, worked with 4 firms, acquired 3 state licence and with over 27 years Experience, my loyalty belongs exclusively to you my clients -- not to a parent company.

I offer a wide range of financial products and services to individuals and business owners. I feel the process I use with clients identifies your goals and needs, provides you with the best information, generating consistent returns for my clients and helping them make sound decisions.

When developing a customized financial program, I will walk you through a step-by-step process that is designed to make you feel confident in your decisions. Once your goals have been established, appropriate strategies are customized to suit your vision and objectives. I can help you execute a sound financial program.

My main focus will continue to increase in trading and investing. This is what lights a fire within me, that gets me giddy like nothing else because it’s something am very good at and I love to do it. No matter the business, we believe if we do what’s right for clients, we’ll help them achieve success while also realizing our own. It’s that simple. We don’t only teach you how to become a successful technical trader, but also expands your mind in ways you’d never expect.

AXA ADVISORS, LLC


2006 - 2012 (5 years)

STIFEL, NICOLAUS & COMPANY, INC. (CRD# 793)


1995 - 1999 (3 years)

A. G. EDWARDS & SONS, INC. (CRD# 4)


2002 - 2006 (4 years)

What We Do

Service And Solutions

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STOCKS

Stocks are bought and sold predominantly on stock exchanges, though there can be private sales as well, and they are the foundation of nearly every portfolio. Historically, they have outperformed most other investments.

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CRYPTOCURRENCY

It’s hard to evaluate the exact number of cryptocurrencies, especially since new ones are probably being created as we speak, but current estimations stand at nearly a thousand. Let’s make your crypto experience an easy one for you.

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SECURITY ON INVESTMENTS

Our Investment platform gives a certain degree on security of the clients Equity, making sure to avoid leveraged risk on investment margin.

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PORTFOLIO MANAGEMENT

Professional portfolio management on investments equity on consistent returns and avoiding leverage risk .

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CONSULTATION

Have a chat and call with the expert on Investment options and opportunities to suit your financial goals.

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REAL ESTATE

Buying, Owning and selling a home can sometimes feel like an emotional roller coaster. There are new processes to navigate and seemingly endless roadblocks to overcome. We are here to help!

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REIT-FUND

Trades on Market, passes Rental Income % to you as Dividend. REITs own Real Estate under Brokerage management.

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BONDS

Bonds are debt securities that are issued by corporations and governments to raise funds. Investors purchase bonds by putting an upfront amount as an initial investment—called the principal. When the bond expires or matures—called the maturity date—the investors are paid back their principal.

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INVESTMENT PLANNING

Starting up an investment plan involves more than just choosing a few stocks to put money in. You need to consider your current financial situation and your goals. It’s also important to define your timeline and how much risk you’re willing to take on in order to determine your optimal asset allocation. This is why we’re here for you, let’s help you start the plan.

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5670
COMPLETED PROJECTS
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5400
GLOBAL CUSTOMERS
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760
SUCCESS CASES
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What Our Clients Say

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