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 Burdumy is an investment advisor representative at Wealthcare Advisory Partners LLC in West Chester, Pennsylvania. Robert has over 20 years of experience in the financial services industry. Robert is a licensed insurance professional and holds the Series 65, 63, 7, 24, and SIE licenses. Robert specializes in working with individuals, families, charitable organizations, and pension and profit-sharing plans. He is committed to providing personalized financial planning and investment management services to help clients achieve their financial goals. Robert's previous roles include positions at Lincoln Investment Planning, Lincoln Financial Group, The Investment Center Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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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2
PA
02/14/2020 - Present
Wealthcare Advisory Partners LLC (WEST CHESTER PA)
PA
09/28/2016 - 01/10/2020
LINCOLN INVESTMENT (JENKINTOWN PA)
PA
10/02/2015 - 10/07/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (Thornston PA)
PA
06/01/2005 - 10/05/2015
THE INVESTMENT CENTER, INC. (THORNTON PA)
MA
10/20/2004 - 05/25/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
04/13/2004 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NJ
05/02/2003 - 04/07/2004
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NY
07/13/2001 - 04/14/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
SC
07/20/1992 - 07/10/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
06/26/1992 - 07/20/1992
LINSCO/PRIVATE LEDGER CORP.
NY
06/01/1988 - 06/24/1992
HIBBARD BROWN & CO., INC. (NEW YORK NY)
NA
10/09/1987 - 06/02/1988
F.N. WOLF & CO., INC.
NA
10/22/1986 - 10/09/1987
FIRST JERSEY SECURITIES, INC.
IA
Issued 08/05/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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