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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Alan Harmelin is an investment advisor representative with Wealthpenn.comllc, based in Boca Raton, Florida. Robert has been in the financial industry since 1968. Robert has experience with various investment firms including Citigroup Global Markets Inc, Lehman Brothers Inc, and E.F. Hutton & Company Inc. Robert has extensive experience in a wide range of financial services, including financial planning, asset allocation, and portfolio management.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
02/19/2020 - Present
Wealthpenn.comllc (Boca Raton FL)
FL
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
NY
04/27/1985 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
10/15/1968 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 5/27/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/27/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/2/2023
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 6/15/1979
Series 4 - Registered Options Principal Examination
BC
Issued 10/17/1977
Series 40 - Registered Principal Examination
BC
Issued 3/8/1972
Series 12 - NYSE Branch Manager Examination
BC
Issued 1/2/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/3/1982
Series 5 - Interest Rate Options Examination
BC
Issued 8/31/1977
PC - AMEX Put and Call Exam
BC
Issued 10/9/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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