Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert J Hope is a financial advisor with over 10 years of experience in the industry. Robert holds the Series 66, SIE, and Series 7 licenses. Robert is a Certified Financial Planner (CFP) and has been registered with the state of New Jersey since 2017. Robert currently works with Buckingham Strategic Wealth, LLC, a firm based in St. Louis, Missouri. Robert also works with The Colony Group, LLC, a firm based in Boston, Massachusetts. Robert works with a wide range of clients including individuals, families, corporations, charitable organizations, and pension and profit-sharing plans. Robert is known for his expertise in providing financial planning, investment management, and retirement planning services.
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.
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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NJ
04/18/2017 - Present
Buckingham Strategic Wealth, LLC (RIVERDALE NJ)
NJ
06/11/2014 - 03/08/2017
PNC INVESTMENTS (WEST CALDWELL NJ)
BOTH
Issued 08/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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