RG
RG
Robert Gershkowitz
10 Years of Experience
Phoenix, AZ
1 DisclosureBrokerSells Insurance
Robert Gershkowitz is a registered investment advisor, based in Phoenix, AZ, with 10 years of industry experience.
Location
1430 E Missouri Ave, Ste B111, Phoenix, AZ, 85014
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Regulatory History (1)
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Criminal
November 2006Final Disposition
Other Business ActivitiesSells Insurance
Robert is a co-founder of Allwealth Planning, providing financial services to clients, dedicating about a quarter of his time. He is also an insurance agent selling fixed insurance products with various companies, spending a few hours per week.
Employment History
Current Registrations
Cetera Wealth Services, LLC
December 2024 - Present · 1 yr 5 mos
Cetera Investment Advisers LLC
December 2024 - Present · 1 yr 5 mos
Cetera Wealth Services, LLCBroker
December 2024 - Present · 1 yr 5 mos
Previous Registrations
MML Investors Services, LLC
April 2018 - December 2024 · 6 yrs 8 mos
MML Investors Services, LLCBroker
March 2017 - December 2024 · 7 yrs 9 mos
Msi Financial Services, INC.Broker
August 2015 - March 2017 · 1 yr 7 mos
State Registrations30 states
AKALAZCACOCTDCFLGAILINMIMNMTNCNENJNMNYOHORPASCTNTXUTVAVTWAWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.