Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Alton Uptegraff has been in the financial services industry since 1989. Robert is currently registered as an investment advisor representative with Grove Point Advisors, LLC. Robert specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
1
2
MI
04/01/2021 - Present
Grove Point Advisors, LLC (Grand Blanc MI)
MI
07/30/1998 - 10/20/2017
J.J.B. HILLIARD, W.L. LYONS, LLC (GRAND BLANC MI)
NY
02/10/1994 - 06/16/1998
SMITH BARNEY INC. (NEW YORK NY)
MI
01/07/1992 - 01/28/1994
RONEY & CO. (DETROIT MI)
NJ
08/22/1989 - 03/12/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
08/22/1989 - 03/12/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 02/25/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1992
Series 7 - General Securities Representative Examination
BC
Issued 08/16/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Uptegraff is the right advisor for you? Invested Better is here to help.
