Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Douglas Halbreiner is a financial advisor at Consolidated Portfolio Review Corp. in WOODBURY, NY. Robert has over 10 years of experience in the financial services industry. He is a Registered Representative and Investment Advisor Representative. He is licensed in multiple states and holds the Series 63, Series 65, Series 7, and Series 99TO licenses. Robert has a broad range of experience in providing financial advice, including portfolio management, financial planning, pension consulting, and educational seminars. Robert has previously worked at STERLING MONROE SECURITIES, LLC, AXA ADVISORS, LLC and VANDERBILT SECURITIES, LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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2
NY
01/11/2022 - Present
Consolidated Portfolio Review Corp. (WOODBURY NY)
NY
07/28/2014 - 10/26/2018
STERLING MONROE SECURITIES, LLC (WOODBURY NY)
PA
02/02/2012 - 07/23/2014
AXA ADVISORS, LLC (BALA CYNWYD PA)
IA
Issued 08/27/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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