Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Depascale is an investment advisor representative with Beaumont Financial Partners, based in Needham, MA. Robert has been in the financial services industry since 2002, holding previous roles at Fidelity Brokerage Services LLC and Northwestern Mutual Investment Services, LLC. Robert holds Series 7, 63 and 66 licenses and specializes in providing financial planning, portfolio management, and credit and cash management solutions. Robert is an active member of the industry and has a history of providing financial guidance to individuals, families, and 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.
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.
Credit and cash management solutions; and insurance solutions
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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MA
11/29/2022 - Present
Beaumont Financial Partners (NEEDHAM MA)
MA
05/21/2003 - 07/14/2010
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
WI
06/11/2002 - 07/30/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 12/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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