Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert John Conrad is an Investment Advisor Representative with Manning & Napier Advisors, LLC. Robert is a seasoned professional with extensive experience in the financial services industry, having started his career in 1994. He holds a number of licenses and certifications, including the Series 6, 7, 63, 65, and 66 licenses. Robert provides a wide range of investment advisory services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. He also offers financial planning and pension consulting services. In addition to his work at Manning & Napier Advisors, LLC, Robert is also a minority shareholder in a number of companies within the Manning & Napier Group of Companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Mna may negotiate the fee for customized portfolios and services
1
2
OH
05/10/2006 - Present
Manning & Napier Advisors, LLC (HUNTING VALLEY OH)
ME
03/01/2001 - 04/12/2004
FORUM FUND SERVICES, LLC (PORTLAND ME)
OH
04/10/1995 - 02/16/2001
FIFTH THIRD/MAXUS SECURITIES INC (CLEVELAND OH)
OH
02/24/1994 - 03/07/1995
CHASE GLOBAL SECURITIES, INC (CLEVELAND OH)
BOTH
Issued 01/28/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/11/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/23/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Conrad is the right advisor for you? Invested Better is here to help.
