Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bruce Vliek is a registered Investment Advisor Representative. Robert is currently registered with PPS&V Asset Management Consultants Inc. in Portage, MI. Robert has been in the financial services industry since 12/21/1982. Robert has experience working with individuals and businesses. Robert's specializations include Retirement Planning, College Savings, and Estate Planning.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MI
02/01/2011 - Present
PPS & V Asset Management Consultants Inc. (PORTAGE MI)
MI
03/25/2003 - 12/31/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (PORTAGE MI)
MI
01/10/1992 - 04/30/2003
PONTELLO PRIOR SCHUT & VLIEK, INC. (PORTAGE MI)
NY
02/15/1988 - 01/24/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
12/21/1982 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 01/25/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/1983
Series 3 - National Commodity Futures Examination
BC
Issued 12/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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