Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bem is a financial professional with over 30 years of experience in the financial services industry. Robert has a proven track record of helping clients achieve their financial goals. Robert is currently a registered representative of Truist Advisory Services, Inc., a firm with a long history of providing financial advice to individuals and families. Robert has a strong understanding of the financial markets and a commitment to providing personalized service to each of Robert's clients. Robert is dedicated to helping clients build a secure financial future.
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.
Wrap fee product and financial profiling services using desktop software
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
02/17/2021 - Present
Truist Advisory Services, Inc. (BETHLEHEM PA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
PA
07/13/2016 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (BETHLEHEM PA)
PA
10/16/2007 - 07/12/2016
CETERA INVESTMENT SERVICES LLC (BETHLEHEM PA)
PA
03/17/2005 - 10/17/2007
KNBT SECURITIES, INC. (BETHLEHEM PA)
WI
01/30/2004 - 03/15/2005
INVEST FINANCIAL CORPORATION (APPLETON WI)
NJ
06/02/1983 - 01/27/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
IA
Issued 02/08/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/16/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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