Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Habig is an investment advisor representative with Ellis Investment Partners, LLC. Robert has been in the industry since 1991, and has experience working for a number of other firms. Robert is licensed in Pennsylvania and holds the Series 63, Series 65, and Series 7 licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services
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
PA
09/01/2015 - Present
Ellis Investment Partners, LLC (LANCASTER PA)
PA
03/05/1997 - 10/01/2015
H. BECK, INC. (LANCASTER PA)
GA
12/10/1996 - 03/06/1997
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
03/27/1995 - 03/06/1997
BUCKHEAD FINANCIAL CORPORATION
GA
03/08/1995 - 03/16/1995
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
NA
07/02/1993 - 03/15/1995
BUCKHEAD FINANCIAL CORPORATION
IN
09/17/1991 - 07/15/1993
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/17/1991 - 07/15/1993
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MN
07/08/1991 - 08/27/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/08/1991 - 08/27/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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