Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Hsu is a financial advisor with Equitable Advisors, LLC, and has been in the industry since October 2016. Robert holds Series 6, 7, 63, and 65 licenses and has been registered with the Securities and Exchange Commission (SEC) since 2021. Previously, Robert worked at Pruco Securities, LLC. He is registered with the states of California, Hawaii, New York, and Texas. Robert offers financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors. Robert has a limited liability company for consulting services, and is also involved in other businesses.
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.
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2
HI
12/02/2021 - Present
Equitable Advisors, LLC (HONOLULU HI)
HI
11/02/2016 - 12/07/2021
PRUCO SECURITIES, LLC. (HONOLULU HI)
HI
03/11/2016 - 03/29/2016
PRUCO SECURITIES, LLC. (HONOLULU HI)
IA
Issued 05/10/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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