Robert MusarCRD Number: 1064238
Current Firm: Prudential Financial Planning Services
Robert Musar (CRD# 1064238) is an Investment Advisor Representative working at Prudential Financial Planning Services in Perryopolis, PA and has over 33 years of experience in the finance industry. Robert Musar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
C.b. Bond Financial Planning, Inc.
Staley Capital Advisers Inc.
Xpyria Investment Advisors, Inc.
|Pruco Securities, LLC||Perryopolis, PA||Dec 2004 - Current||12|
|The Prudential Insurance Company Of America||Perryopolis, PA||Oct 1973 - Current||43|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1983|
|S65||NASAA Investment Advisors Law Examination||Mar 2001|
Total Assets Under Management4,930MILLIONS
Total Number of Accounts42,153ACCOUNTS
Average Account Value$116,966
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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