Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bluestein is an Investment Advisor Representative with Corient. Robert has been in the securities industry since November 1969. Robert holds Series 1, 4, 5, 15, 40 and 63 licenses and has worked for Corient since November 2022. Corient has 476 employees, including 459 Investment Advisor Representatives. Corient manages $118,191,936,095 in client assets and serves 1,341 clients.
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
MI
11/27/2023 - Present
Corient (BIRMINGHAM MI)
NA
01/17/1977 - 01/21/1991
GOLDMAN, SACHS & CO.
NA
11/12/1969 - 02/07/1977
KIDDER, PEABODY & CO., INCORPORATED
BC
Issued 05/22/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/1978
Series 4 - Registered Options Principal Examination
BC
Issued 02/19/1976
Series 40 - Registered Principal Examination
BC
Issued 06/10/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 12/02/1982
Series 5 - Interest Rate Options Examination
BC
Issued 07/27/1977
PC - AMEX Put and Call Exam
BC
Issued 11/10/1969
Series 1 - Registered Representative Examination
Active
Inactive
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