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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Anthony Medvey is a financial advisor with over 25 years of experience. Robert Medvey is registered with Mercer Global Advisors Inc. in Colorado, Connecticut, New Hampshire and Texas. Robert Anthony Medvey has passed the Series 6, 7, 63 and 65 exams. He holds the Certified Financial Planner and Chartered Financial Consultant designations. Robert Medvey has experience working with individuals, corporations, charitable organizations, and pension and profit sharing plans. Previous employers include Commonwealth Financial Network and Guardian Investor Services Corporation.
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.
Trust services, estate planning, tax return preparation, consultation
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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CO
08/25/2023 - Present
Mercer Global Advisors Inc. (DENVER CO)
MA
08/29/1995 - 12/31/2002
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
NY
10/31/1994 - 07/21/1995
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
BC
Issued 08/09/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/01/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/28/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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