Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Aaron Hostetter is an investment advisor representative at Concourse Financial Group Securities, Inc. in Ephrata, Pennsylvania. Robert has been in the securities industry since September 15, 2007. Robert is registered with the state of Pennsylvania as both a Broker-Dealer and Investment Advisor. Prior to joining Concourse Financial Group Securities, Inc., Robert was with Securities America, Inc. in Quarryville, Pennsylvania. Robert holds the Series 63, Series 65, Series 7 and SIE licenses. Robert also specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting, Educational Seminars and Selection of Other Advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
11/16/2023 - Present
Concourse Financial Group Securities, Inc. (Ephrata PA)
PA
08/03/2007 - 10/03/2023
SECURITIES AMERICA, INC. (QUARRYVILLE PA)
IA
Issued 10/03/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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