Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert David Haggard is a financial advisor with Apollon Wealth Management, LLC. Robert is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL ANALYST. Robert has been a financial advisor since 1990 and has experience working with a variety of clients including high-net-worth individuals, corporations, and pooled investment vehicles.
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.
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GA
09/18/2024 - Present
Apollon Wealth Management, LLC (Atlanta GA)
GA
03/13/2009 - 06/15/2012
OPPENHEIMER & CO. INC. (ATLANTA GA)
GA
01/27/2006 - 03/16/2009
STANFORD GROUP COMPANY (ATLANTA GA)
GA
06/15/2002 - 12/31/2005
WACHOVIA SECURITIES, LLC (DULUTH GA)
NC
02/14/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
11/25/1998 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
MA
03/18/1996 - 10/27/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
08/10/1998 - 08/21/1998
WACHOVIA BROKERAGE SERVICE
NY
07/31/1990 - 02/14/1996
MONY SECURITIES CORP. (NEW YORK NY)
NY
07/31/1990 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
IA
Issued 02/16/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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