Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Andrew Heksch is a financial advisor with Stratos Wealth Partners, Ltd. Robert has over 30 years of experience in the financial services industry. Robert holds a Series 7, Series 63 and Series 66 license and is a Certified Financial Planner. Robert is registered to provide financial advice in 18 states. Robert is also a Registered Investment Advisor with Stratos Wealth Partners, Ltd., an independent investment advisor firm. Robert's areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting. Robert provides advisory services to individuals, families, 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.
A percentage of the total value of assets under management is charged.
Percentage of assets under management with third party managers
1
2
OH
10/11/2010 - Present
Stratos Wealth Partners, Ltd. (BEACHWOOD OH)
OH
11/01/1996 - 01/22/2009
FSC SECURITIES CORPORATION (SOLON OH)
PA
04/18/1989 - 11/01/1996
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BOTH
Issued 01/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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