Rob Dollinger, a Series 7 licensed Financial Consultant assists Jeneé Peters and her clients with portfolio construction and rebalancing and operational needs. Rob brings with him 16 plus years experience in the financial services industry where many years he served as Operations Manager.
Originally from New York, Rob enjoys fitness, biking, the outdoors, and culinary arts photography.
Rob holds the following Licenses:
Series 7 (General Securities Representative Exam)
Series 63 (Uniform Securities Agent State Law Exam)
Life with Variable Annuity license
Your Platinum Wealth Partners Advisor provides access to some of the broadest ranges of investment and risk management platforms in the industry, including mutual funds, annuities, life insurance, 401K and portfolio services. There is no special incentive for the Advisor to choose one product over another beyond their belief that it is the most appropriate investment for their clients. At Platinum Wealth Partners, the power of independence means that your financial advisor is able to make the best possible recommendation with only your best interests at heart.
© 2012-2016 Platinum Wealth Partners. All rights reserved. Advisory Services offered through Platinum Wealth Partners, Inc., A Registered Investment Advisor