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Robert Abraham Korbey

Founders Financial Securities LLC

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About Robert Abraham Korbey

Robert Korbey has been in the financial services industry since February 2003. Robert is a Registered Representative of Founders Financial Securities LLC and is registered with the states of New Hampshire and Massachusetts. He is also an Investment Advisor Representative for Founders Financial Securities LLC and is registered in New Hampshire. Robert previously worked for Equity Services, Inc. and H.D. Vest Investment Services. Robert is committed to providing clients with personalized financial advice and guidance. Founders Financial Securities LLC is committed to providing clients with comprehensive financial planning and investment management services. The firm's services include financial planning, portfolio management, retirement planning, and estate planning.

Firm Information

Robert Korbey is currently registered with Founders Financial Securities LLC. Founders Financial Securities LLC is an independent financial services firm with over 90 financial advisors serving clients in all 50 states. They offer a range of financial services, including financial planning, portfolio management, and pension consulting. They serve a variety of clients including high-net-worth individuals, corporations, and pension plans. The firm has approximately $3 billion in assets under management.
Founders Financial Securities LLC

1026 CROMWELL BRIDGE ROAD

TOWSON, MD 21286

$2.91B

Assets Under Management

93

Total Clients

109

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Korbey’s Registration & Firm History

NH

01/25/2019 - Present

Founders Financial Securities LLC (Salem NH)

NH

02/07/2011 - 12/31/2016

EQUITY SERVICES, INC. (WINDHAM NH)

NH

02/10/2003 - 02/14/2011

H.D. VEST INVESTMENT SERVICES (WINDHAM NH)

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Licenses & Designations

BC

Issued 01/25/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/12/2003

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/31/2016

SIE - Securities Industry Essentials Examination

BC

Issued 02/07/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Abraham Korbey.
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