Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Brett Hewitt is a financial advisor with over 10 years of experience in the industry. Robert currently works for Wealth Enhancement Advisory Services, LLC. Robert has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Robert holds both Series 63 and 65 licenses. He is also a Certified Financial Planner. Robert is passionate about helping clients achieve their financial goals.
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
MD
07/24/2019 - Present
Wealth Enhancement Advisory Services, LLC (FULTON MD)
MD
12/08/2017 - 07/23/2019
TRIAD ADVISORS LLC (Fulton MD)
MD
04/13/2015 - 06/02/2017
LINCOLN FINANCIAL ADVISORS CORPORATION (HUNT VALLEY MD)
MD
06/19/2012 - 03/31/2015
LINCOLN FINANCIAL SECURITIES CORPORATION (COLUMBIA MD)
IA
Issued 12/03/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Hewitt is the right advisor for you? Invested Better is here to help.
