Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert James Beal is an investment advisor representative who has been in the industry since June 13, 1990. Beal is currently registered with Columbia Management Investment Advisers, LLC in Boston, MA. The firm has a variety of client types including high-net-worth individuals, investment companies, and corporations. Beal's compensation arrangements are based on a percentage of assets, fixed fees, and performance-based fees.
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.
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.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
1
2
MA
05/01/2010 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
MA
10/04/1999 - 05/01/2010
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
06/01/1999 - 10/11/1999
SCUDDER FINANCIAL SERVICES, INC. (BOSTON MA)
NY
08/10/1990 - 06/01/1999
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
NA
02/23/1988 - 04/19/1988
THE STUART-JAMES COMPANY, INC.
BOTH
Issued 05/31/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/09/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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