Robert K. Altshuler
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Robert Kevin Altshuler was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 1999. Robert had worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 1, 2014 - January 10, 2017
PLANNINGCORE WEALTH ADVISORS LLC
February 7, 2003 - August 7, 2003
MML INVESTORS SERVICES, LLC
March 22, 2001 - December 31, 2010
THE ALTSHULER GROUP
February 17, 1999 - January 31, 2001
ROBERT W. BAIRD & CO. INCORPORATED
February 17, 1999 - January 31, 2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
PLANNINGCORE WEALTH ADVISORS LLC
CRD#: 169503 / SEC#:
Contact information
Red Flags
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