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 Marchewka is an Investment Advisor Representative at Foundations Investment Advisors LLC. Robert holds the Series 65 and the SIE exams. Robert is registered with the state of Massachusetts. Robert has experience working in the financial services industry since 2013 and has a history of working in various roles. Robert specializes in providing financial planning, educational seminars, and selection of other advisors. Foundations Investment Advisors LLC provides portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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MA
07/17/2024 - Present
Foundations Investment Advisors LLC (Braintree MA)
IA
Issued 12/20/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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