Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Moffitt is an investment advisor representative at Ballentine Partners. Robert is a Certified Financial Planner® and has been working in the financial services industry since 2021. Robert is registered with the state of Massachusetts, New Hampshire and Florida. Robert has earned the Series 65 license. Robert specializes in providing financial planning, educational seminars, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. Robert has experience working with high net worth individuals, charitable organizations and 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Project fees
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MA
01/24/2022 - Present
Ballentine Partners (Waltham MA)
IA
Issued 01/24/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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