Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Tugend is a financial advisor with over 20 years of experience in the industry. Robert has a Series 7, Series 63, and Series 65 licenses, and has earned the designation of Certified Financial Planner. Robert has held multiple roles in the financial services industry including with HD Vest Investment Services and currently with Grove Point Advisors, LLC. Robert is registered to offer financial advice in 13 states and provides a range of services including financial planning, portfolio management, and pension consulting. Robert specializes in working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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
04/01/2021 - Present
Grove Point Advisors, LLC (Lake Ariel PA)
TX
09/03/1999 - 05/06/2005
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
IA
Issued 11/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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