Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Mulhaul is a financial advisor with over 40 years of experience in the industry. Robert is currently registered as a Registered Representative with LPL Financial, LLC. and as an Investment Advisor Representative with Integrated Wealth Concepts, LLC. Robert is also registered in 10 states and holds the Series 3, 7, 63, and 65 licenses as well as the SIE. Robert has previously worked at several firms, including Smith Barney, Harris Upham & Co., Incorporated., Morgan Stanley DW Inc., Janney Montgomery Scott LLC, and Coburn & Meredith, Inc. Robert provides a variety of services to clients, including financial planning, portfolio management, and selection of other advisors. Robert specializes in working with high-net-worth individuals, corporations, individuals, and charitable organizations.
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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2
VA
07/13/2021 - Present
Integrated Wealth Concepts LLC (FAIRFAX VA)
CT
08/05/2008 - 07/12/2021
COBURN & MEREDITH, INC. (HARTFORD CT)
CT
09/24/2001 - 08/07/2008
JANNEY MONTGOMERY SCOTT LLC (SIMSBURY CT)
NY
02/01/1988 - 10/09/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NA
05/29/1985 - 02/11/1988
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
06/15/1984 - 04/10/1985
BEVILL, BRESLER & SCHULMAN INCORPORATED
NA
01/28/1983 - 09/04/1984
MABON, NUGENT & CO.
NA
08/19/1980 - 01/18/1983
BEVILL, BRESLER & SCHULMAN INCORPORATED
IA
Issued 05/10/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1988
Series 3 - National Commodity Futures Examination
BC
Issued 08/16/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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