Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Allen Pope is a financial advisor with over 18 years of experience in the industry. Robert is currently registered with Osaic FS, Inc. and Osaic FA, Inc. Robert has a wide range of experience in financial planning, portfolio management, and retirement planning. Robert has held previous positions with Lincoln Financial Investment Services Corporation, Securities America, Inc., Nationwide Securities, LLC, 1717 Capital Management Company and SEI Investments Distribution Co. Robert is dedicated to helping clients achieve their financial goals and is committed to providing them with the highest quality service.
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.
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.
Retirement plan consulting services provided on limited basis.
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
11/28/2017 - Present
Osaic FS, Inc. (RADNOR PA)
PA
01/10/2012 - 04/29/2016
LINCOLN FINANCIAL INVESTMENT SERVICES CORPORATION (RADNOR PA)
PA
10/08/2009 - 11/14/2011
SECURITIES AMERICA, INC. (LANGHORNE PA)
DE
06/03/2005 - 10/15/2009
NATIONWIDE SECURITIES, LLC (NEWARK DE)
DE
06/03/2005 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
PA
04/07/2005 - 05/09/2005
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
BC
Issued 03/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/06/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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