Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Forest Held is a financial advisor who has been in the industry since 2006. Robert is currently registered with Fortune Financial Services, Inc. Robert has experience working with a number of firms throughout his career, including Keystone Capital Corporation, LPL Financial LLC, SEI Investments Distribution Co., Hartford Life Distributors, LLC, Planco Financial Services, LLC, and Hornor, Townsend & Kent, Inc. Robert has Series 6 and Series 63 licenses. Robert holds a SIE license. Robert has a total of 14 approved state registrations and one approved FINRA registration.
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.
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.
1
2
PA
01/14/2015 - Present
Fortune Financial Services, Inc. (Lower Gwynedd PA)
PA
10/16/2013 - 01/14/2015
KEYSTONE CAPITAL CORPORATION (LOWER GWYNEDD PA)
PA
07/12/2010 - 10/04/2013
LPL FINANCIAL LLC (SKIPPACK PA)
PA
02/18/2010 - 06/29/2010
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
PA
12/10/2009 - 01/22/2010
HARTFORD LIFE DISTRIBUTORS, LLC (WAYNE PA)
PA
07/10/2007 - 09/18/2009
PLANCO FINANCIAL SERVICES, LLC (WAYNE PA)
PA
05/23/2006 - 07/02/2007
HORNOR, TOWNSEND & KENT, INC. (LOWER GWYNEDD PA)
BC
Issued 08/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Held is the right advisor for you? Invested Better is here to help.
