Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bortnick is an Investment Advisor Representative at Corient, a firm headquartered in Miami, Florida. Robert holds licenses in Massachusetts and Texas. Robert has over 30 years of experience in the financial services industry. In addition to their work at Corient, Robert has also worked at Eaton Vance Distributors, Inc. and Trusteed Funds, Inc. Robert specializes in various financial services including financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
MA
10/04/2022 - Present
Corient (Boston MA)
MA
10/22/1993 - 12/11/1995
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
MA
09/24/1987 - 10/26/1993
TRUSTEED FUNDS, INC (BOSTON MA)
IA
Issued 11/07/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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