Unclaimed
Robert Joel Handfuss is an investment advisor representative with Bankers Life Advisory Services, Inc. Robert is registered with the state of New Jersey and has been in the industry for over 10 years. Robert specializes in financial planning, portfolio management for individuals, and selection of other advisors. Robert works with a wide range of clients, including individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
IL
09/26/2019 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
IA
Issued 09/16/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Handfuss is the right advisor for you? Invested Better is here to help.