Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Prangley is an investment advisor representative at Daymark Wealth Partners, LLC, based in Cincinnati, Ohio. Robert has been in the financial services industry since 1991 and has a diverse background in the field. Robert specializes in Financial Planning and Portfolio Management for Individuals. Robert is also a trustee for The Ursulines of Cincinnati Charitable Trust.
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.
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
OH
08/12/2022 - Present
Daymark Wealth Partners, LLC (CINCINNATI OH)
OH
11/16/2007 - 06/13/2022
WELLS FARGO CLEARING SERVICES, LLC (CINCINNATI OH)
OH
07/12/1991 - 11/20/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CINCINNATI OH)
IA
Issued 06/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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