Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Koeth is a financial professional with over 25 years of experience in the industry. Robert is currently registered with Hantz Financial Services, Inc. and holds licenses in multiple states, including Michigan and Ohio. Robert has a strong track record of success in providing financial advice to individuals and families. Robert has experience in financial planning, pension consulting, and portfolio management. Robert specializes in working with high-net-worth individuals, individuals, and families.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OH
02/28/2000 - Present
Hantz Financial Services, Inc. (WILLOUGHBY OH)
OH
07/28/1998 - 06/25/1999
VESTAX SECURITIES CORPORATION (HUDSON OH)
OH
03/18/1997 - 07/27/1998
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
IA
Issued 09/01/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/17/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Koeth is the right advisor for you? Invested Better is here to help.
