Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Anthony Hardesty is an investment advisor representative with Wealth Enhancement Advisory Services, LLC. Robert has been in the industry since 2000. He previously worked with Washington Securities Corporation, Trustmont Financial Group, Inc., and TD Waterhouse Investor Services, Inc. Robert holds the Series 7, Series 9, Series 10, and Series 63, and Series 66 licenses. He specializes in providing financial planning, pension consulting, and portfolio management services to individuals, corporations, 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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
03/02/2023 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
MD
08/13/2009 - 12/03/2010
WASHINGTON SECURITIES CORPORATION (CHEVY CHASE MD)
PA
07/04/2007 - 08/29/2007
TRUSTMONT FINANCIAL GROUP, INC. (GREENSBURG PA)
NE
09/05/2000 - 07/27/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 05/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/26/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Robert Hardesty is the right advisor for you? Invested Better is here to help.
