Unclaimed
Robert A. Hageman is an investment advisor representative registered with Edward Jones, a financial services firm headquartered in St. Louis, Missouri. Robert has been active in the financial services industry since December 2016. Robert has a combined experience of 17 years in the financial services industry. He has been with Edward Jones since November 2016. He is licensed to provide financial advisory services in several states including Arizona, Florida, Illinois, Indiana, Kentucky, Mississippi, Missouri, New York, North Carolina, Ohio, South Carolina, and Texas. Edward Jones has a strong focus on providing financial planning services and portfolio management for individuals and businesses. The firm manages over $824 billion in assets and has over 27,000 clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
KY
07/29/2021 - Present
Edward Jones (FORT MITCHELL KY)
BOTH
Issued 01/09/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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