Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Alden Hoey is a financial advisor with over 30 years of experience in the industry. Robert is registered with Commonwealth Financial Network and has been with the firm since 2001. Robert is also a Certified Financial Planner. He specializes in providing financial planning, portfolio management and investment advisory services to individuals, businesses and charitable organizations.
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.
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2
MA
09/15/2001 - Present
Commonwealth Financial Network (WORCESTER MA)
MA
01/01/1995 - 08/17/1999
BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)
FL
04/01/1992 - 12/31/1994
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NY
11/19/1990 - 04/02/1992
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
MA
04/05/1989 - 11/20/1990
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/05/1989 - 11/20/1990
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 04/18/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/04/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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