Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Devalle is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with Global Retirement Partners LLC as an Investment Advisor Representative. Robert is also a Registered Representative with FINRA. Robert has held previous positions with Cambridge Investment Research, Inc., Financial Telesis Inc, Wells Fargo Insurance Services Investment Advisors, Inc., American Investors Company, Acordia Securities, Inc., Aetna Investment Services, LLC and MML Investors Services, Inc. Robert has a wide range of experience in providing financial planning, pension consulting, and portfolio management services to individuals, corporations, and institutions. Robert's expertise includes working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Robert is a Chartered Financial Consultant and holds Series 6, 63 and 65 securities licenses.
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.
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
CA
05/16/2022 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
CA
08/13/2014 - 06/01/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Concord CA)
CA
03/19/2013 - 08/14/2014
FINANCIAL TELESIS INC (MOUNTAIN VIEW CA)
CA
01/26/2010 - 12/31/2011
WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC. (SAN FRANCISCO CA)
CA
11/21/2008 - 12/31/2009
WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC. (REDWOOD CITY CA)
CA
01/12/2005 - 12/04/2008
AMERICAN INVESTORS COMPANY (SAN RAMON CA)
OH
02/26/2001 - 12/15/2004
ACORDIA SECURITIES, INC. (CINCINNATI OH)
CT
01/30/1997 - 01/25/2001
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
MA
06/24/1991 - 11/20/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 07/28/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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