Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Barcelona is an investment advisor representative at Fiduciary Financial Advisors. Robert has been in the industry since 2014, with prior experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.P. Morgan Securities LLC. Robert is registered with the state of Michigan and holds the Series 6, 7, 63, and 65 licenses, as well as the SIE. In addition to working as an advisor, Robert is also a board member for Van Andel Institute. Fiduciary Financial Advisors is a Registered Investment Advisor and offers financial planning, portfolio management, and corporate employee education services. The firm has offices in Grand Rapids, Michigan.
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.
Personalized portfolio management to meet individual financial objectives.
Corporate employee education services
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.
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MI
06/28/2022 - Present
Fiduciary Financial Advisors (GRAND RAPIDS MI)
MI
11/25/2014 - 09/24/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GRAND RAPIDS MI)
MI
03/18/2014 - 11/03/2014
J.P. MORGAN SECURITIES LLC (GRAND RAPIDS MI)
IA
Issued 01/15/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/18/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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