Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Edwin Hapanowicz is a financial advisor at Hapanowicz & Associates Wealth Management in Pittsburgh, Pennsylvania. Robert has been in the industry since 1987. Robert's expertise and experience allow him to provide financial advice to individuals, high-net-worth individuals, and small business owners. The advisor is registered with both the state of Pennsylvania as an investment advisor representative and the state of Pennsylvania as a Registered Representative. Robert Hapanowicz has over 36 years of experience in the financial services industry and is dedicated to providing personalized financial advice to help clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Planning fees based on a percentage of client's income
1
2
PA
05/19/2011 - Present
Hapanowicz & Associates Wealth Management (PITTSBURGH PA)
PA
01/11/1994 - 06/02/2011
SECURITIES AMERICA, INC. (PITTSBURGH PA)
PA
05/26/1989 - 01/14/1994
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
NA
03/27/1987 - 06/12/1989
ADVEST, INC.
IA
Issued 01/29/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Hapanowicz is the right advisor for you? Invested Better is here to help.
