Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lieberson is an investment advisor representative with Moody, Lynn, Lieberson & Walker, LLC, a firm based in Boston, Massachusetts. Robert has been in the industry since 1994 and is registered in multiple states. His primary focus is on providing investment advice to individuals and families, as well as managing portfolios for pooled investment vehicles and pension plans. He is also qualified to provide financial planning services and to assist clients with selecting other advisors as needed. Robert holds the Series 7 and Series 65 licenses, along with the designation of Chartered Financial Analyst.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
05/07/2016 - Present
Moody, Lynn, Lieberson & Walker, LLC (BOSTON MA)
IA
Issued 04/18/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Robert Lieberson is the right advisor for you? Invested Better is here to help.
