Unclaimed
Robert E. Quittner is a financial professional with over 14 years of experience in the industry. Robert is currently registered with Brookstone Capital Management LLC and is also an agent for several insurance companies, offering traditional life insurance, health insurance, and group benefits. Robert has held previous positions with Lincoln Financial Advisors Corporation and AXA Advisors, LLC. Robert has a Series 66, Series 7 and SIE license and holds the Certified Financial Planner designation.
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.
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
IL
08/26/2019 - Present
Brookstone Capital Management LLC (WHEATON IL)
PA
03/09/2009 - 08/13/2019
LINCOLN FINANCIAL ADVISORS CORPORATION (BLUE BELL PA)
PA
03/31/2005 - 03/16/2009
AXA ADVISORS, LLC (BALA CYNWYD PA)
BOTH
Issued 04/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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