Robert J. Wojcik
Professional summary
Robert Joseph Wojcik is a registered financial advisor currently at W WEALTH ADVISORS located in Gilbert, Arizona.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Robert has worked at 9 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Joseph Wojcik's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 14, 2011 - Present
W WEALTH ADVISORS
Office #1: 2200 E. Williams Field Rd, Suite 200, Gilbert, AZ 85295May 8, 2008 - August 11, 2008
QUEST CAPITAL STRATEGIES, INC.
October 28, 2005 - December 5, 2005
LIGHTSTONE SECURITIES, LLC
May 9, 2003 - August 25, 2003
JANUS HENDERSON DISTRIBUTORS US LLC
April 3, 2001 - April 16, 2002
EVERLAKE DISTRIBUTORS, LLC
June 9, 1999 - April 2, 2001
BNY MELLON SECURITIES CORPORATION
January 7, 1999 - June 21, 1999
FIRST UNION BROKERAGE SERVICES, INC.
February 1, 1994 - November 1, 1994
INDEPENDENT FINANCIAL SECURITIES, INC.
February 17, 1993 - August 16, 1993
DETWILER FENTON WEALTH MANAGEMENT INC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/14/2011)
Exams
Current Firm
W WEALTH ADVISORS
CRD#: 154423 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 143 |
| AUM (Assets Under Management) | $ 12,256,662 |
Red Flags
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