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 Buckelew is a financial advisor who has been active in the industry since 1994. Robert is currently registered with Raymond James Financial Services Advisors, Inc. in Manasquan, New Jersey. Robert has also been registered with a number of other firms including Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., Thomas James Associates, Inc., Hibbard Brown & Co., Inc., and Westfield Financial Corporation. Robert is a Series 7 and Series 63 licensed professional. Robert provides financial planning, portfolio management, and pension consulting services to individuals, corporations, and institutions.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NJ
01/31/2011 - Present
Raymond James Financial Services Advisors, Inc. (MANASQUAN NJ)
NJ
01/01/2008 - 10/22/2009
WELLS FARGO ADVISORS, LLC (WALL TOWNSHIP NJ)
NJ
11/07/1994 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WALL TOWNSHIP NJ)
NY
08/19/1994 - 11/07/1994
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
NY
05/16/1994 - 09/15/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
NY
08/05/1994 - 08/19/1994
WESTFIELD FINANCIAL CORPORATION (NEW YORK NY)
BC
Issued 05/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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