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 …if you picture advice being poured like milk…and then a request to say “When Please?”

Our name represents the result of a meaningful client/advisor relationship providing answers and more…


How much insurance?
How much to invest?

 

 

 

Thank you for visiting:

 

Robert A. Smolen, an investment and insurance professional, with client services...

 

 

 

Retirement Planning; Business Planning;
Portfolio Diversification

 

Insurance Services:
Disability Income; Life Insurance; Long-Term Care; Annuities

 

We invite you to Sign up for eNews, our periodic e-newsletter 

 

 

 

Robert has successfully completed the FINRA sponsored:

 

Series 7
   General Securities Representative

 

Series 66
  Uniform Combined State Law

 

Series 63
  Uniform Securities Agent State Law.

 

More than 18 years in financial-related industries including...

 

   Investment and insurance services,

 

  Over a decade trading options on the
  Philadelphia Stock Exchange,

 

  Multiple training rotations for
  Electronic Data Systems, EDS,
  founded by Ross Perot.

 

 




This site is currently for residents of NJ and PA only.  Please send all securities related email to rsmolen@securitiesmail.com only.

 



Lincoln Financial Securities Corporation provides financial strength due to their ratings, asset size, solvency, etc. Their assistance will continue to allow me to provide long-term financial solutions to individuals and small businesses, offering a wide array of securities, financial advice, asset management services and insurance related programs. This is accomplished through a nationwide network of independent financial professionals, carefully chosen for their wide knowledge, impeccable credibility and strong devotion to clients.


Capital preservation, tax-advantaged income, wealth accumulation or business continuation - each investor's objective is unique. But in any situation, the expertise and guidance of a financial professional can be the clearest path to our goals. Lincoln Financial Securities Corporation can help provide this expertise. The national network of financial professionals is committed to offering you the highest-quality products and services, and customizing them for your individual financial needs.


 


 

Robert A. Smolen

 

Bachelor of Science in Finance

 

Bala Cynwyd Resident since 1995

 

Registered Representative,
Lincoln Financial Securities Corporation
                Member FINRA/SIPC

 www.sipc.org

 www.finra.org


 

 

 

P.O. Box 54
Merion Station, PA  19066

 

610 (six ten)
716 (seven sixteen) - 6808
robert@whenplease.com