Robert ZeinerCRD Number: 1052912
Current Firm: Tlg Advisors, Inc.
Robert Zeiner (CRD# 1052912) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Jacksonville, FL and has over 21 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Paragon Wealth Strategies, LLC
Wealth By Empowerment
|Stratton And Company Retirement Investment Strategies, LLC||Jacksonville, FL||Feb 2015 - Current||3|
|Tlg Advisors, Inc.||Littleton, CO||Sep 2014 - Current||3|
|The Leaders Group Inc.||Littleton, CO||Feb 2014 - Current||4|
|Stratton & Co||Jacksonville, FL||Apr 2012 - Feb 2015||2|
|Foresters Equity Services, Inc.||Jacksonville, FL||Apr 2013 - Oct 2013||< 1|
|Sammons Securities Company LLC||Ann Arbor, MI||Mar 2011 - Apr 2013||2|
|Qa3 Financial Corp||Omaha, NE||May 2007 - Mar 2011||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1996|
Total Assets Under Management311MILLIONS
Total Number of Accounts1,100ACCOUNTS
Average Account Value$283,162
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, CT, FL, GA, ID, IL, IN, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NY, OH, PA, RI, TX, UT, VA, WA, WI
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