Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Halldin is an investment advisor representative at Vestech Asset Management Inc. Robert has been in the securities industry since 1986 and has experience in providing financial planning services to individuals and selection of other advisors. Robert is registered with the state of Connecticut as an investment advisor representative.
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.
Helps you choose top advisors aligned with your financial goals.
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
MO
08/08/2017 - Present
Vestech Asset Management Inc. (SAINT LOUIS MO)
CT
02/28/2012 - 07/06/2017
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (Newington CT)
CT
07/31/2009 - 02/15/2012
PACIFIC WEST SECURITIES, INC. (WINDSOR CT)
CT
11/10/2005 - 08/03/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WEST HARTFORD CT)
MN
01/01/2005 - 11/11/2005
BANCNORTH INVESTMENT GROUP, INC. (ST. CLOUD MN)
MN
03/04/2003 - 01/01/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
CA
08/23/2000 - 03/06/2003
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
CT
06/26/2000 - 08/28/2000
WEBSTER INVESTMENT SERVICES, INC. (KENSINGTON CT)
CT
06/30/1997 - 06/23/2000
MECHANICS INVESTMENT SERVICES, INC. (HARTFORD CT)
TX
12/12/1994 - 07/17/1997
U.S. CLEARING CORP. (DALLAS TX)
NY
04/30/1991 - 12/13/1994
BANCA IMI SECURITIES CORP. (NEW YORK NY)
NA
06/13/1988 - 04/30/1991
MABON, NUGENT & CO.
NA
11/24/1987 - 06/14/1988
ISFA CORPORATION
NA
03/19/1986 - 11/20/1987
DEAN WITTER REYNOLDS INC.
IA
Issued 01/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/1995
Series 24 - General Securities Principal Examination
BC
Issued 07/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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