Robert QuirozCRD Number: 3083181
Current Firm: Cbiz Retirement Plan Advisory Services
Robert Quiroz (CRD# 3083181) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in Tucson, AZ and has over 19 years of experience in the finance industry.
First Allied Advisory Services, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
First Heartland Consultants, Inc.
|Cbiz Financial Solutions,inc||Cumberland, MD||Jul 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
|S65||NASAA Investment Advisors Law Examination||Aug 1998|
|S66||NASAA Uniform Combined State Law Examination||Jan 2005|
Total Assets Under Management13,844MILLIONS
Total Number of Accounts1,050ACCOUNTS
Average Account Value$13,184,546
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
AR, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KS, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, VT, WA, WV