Unclaimed
Robert Bishopp is an investment advisor representative at Hightower Advisors, LLC. Robert has been in the industry since 1999, and has experience with both individual and business clients. Robert is registered with the state of Washington and holds the Series 63, Series 66, Series 7 and SIE licenses. Robert specializes in financial planning, portfolio management, and retirement planning. Robert provides services to individuals, corporations, and charitable organizations. In addition to his work at Hightower Advisors, LLC, Robert also earns commissions from insurance companies for sales of non-variable life, health, annuity and/or disability income insurance products.
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.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
07/23/2023 - Present
Hightower Advisors, LLC (CHICAGO IL)
WA
08/12/1999 - 08/25/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SPOKANE WA)
WI
08/12/1999 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 08/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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