Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Hagstrom is an investment advisor representative at Equitycompass Investment Management, LLC. Robert has been in the industry since 1983 and has a strong background in financial services. Robert is a Chartered Financial Analyst (CFA) and has held various positions at firms like Legg Mason Wood Walker, Incorporated and FPS Broker Services, Inc. Robert is licensed in Florida and Maryland and has a strong focus on providing investment advice to individuals, investment companies, and businesses. Robert has also authored books and is involved in publishing activities.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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2
FL
08/30/2024 - Present
Equitycompass Investment Management, LLC (Vero Beach FL)
CA
12/01/2005 - 12/20/2006
LEGG MASON INVESTOR SERVICES, LLC (SAN MATEO CA)
MD
07/15/1998 - 12/01/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
PA
03/20/1995 - 08/27/1998
FPS BROKER SERVICES, INC. (KING OF PRUSSIA PA)
MD
11/03/1987 - 11/09/1989
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
10/30/1987 - 11/04/1987
LEGG MASON MASTEN INC.
MD
06/15/1984 - 10/31/1987
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
08/23/1983 - 05/21/1984
FIRST JERSEY SECURITIES, INC.
BC
Issued 04/07/1995
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/24/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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