Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Overall is a financial advisor with Pathstone. Robert is based in Winter Park, FL and has been in the industry since 1991. Robert holds Series 6, 7, 9, 10, 63 and 66 licenses. Robert has experience working at Fidelity Brokerage Services LLC and Eaton Vance Wateroak Advisors. Robert is a Certified Financial Planner. Robert focuses on providing financial planning, portfolio management for individuals, businesses, investment companies and pooled investment vehicles, and educational seminars.
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.
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.
Strategic management for diversified investment portfolios.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NJ
07/19/2022 - Present
Pathstone (ENGLEWOOD NJ)
FL
10/10/1991 - 08/22/2011
FIDELITY BROKERAGE SERVICES LLC (ALTAMONTE SPRINGS FL)
BOTH
Issued 11/07/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/12/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/21/1992
Series 7 - General Securities Representative Examination
BC
Issued 10/09/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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