Robert W. Davis Email & Phone Number

I have been in practice since 1991. I work with individuals, business owners and executives in the areas of: Estate Tax Reduction Strategies, Business Succession/Continuity Planning, Business Fringe Benefits, Retirement Planning and Investment Planning.Specialties: FINRA (formerly known as NASD) Licenses: Series 6 (Investment Company Products/Variable Contracts Limited Representative), Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Exam), Series 65 (Uniform Investment Advisor Law Exam).Wealth Preservation Solutions, LLC45 Eisenhower Drive, Suite 550Paramus, NJ 08762201-632-2040RWDAVIS@WPSLLC.NETwww.wealthpreservationsolutionsllc.comwww.finra.orgwww.sipc.orgSecurities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Wealth Preservation Solutions is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice.This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided. Investor Disclosures: https://www.kestrafinancial.com/disclosures

Listed skills include Retirement Planning, Estate Planning, Strategic Financial Planning, Investment Advisory, and 24 others.