Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Dollfus is a financial advisor with over 30 years of experience in the industry. Robert is registered with Hornor, Townsend & Kent, LLC and is licensed in Pennsylvania. Robert specializes in financial planning, pension consulting, and portfolio management for businesses and individuals. Robert also has experience in providing investment advisory services through his insurance business, Dollfus Insurance & Financial Services. Robert is committed to providing his clients with personalized financial advice to help them achieve their financial goals.
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.
Trail commissions, distribution assistance fees
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2
PA
10/27/2020 - Present
Hornor, Townsend & Kent, LLC (PHOENIXVILLE PA)
PA
08/04/1986 - 07/01/2020
NATIONWIDE SECURITIES, LLC (PHOENIXVILLE PA)
IA
Issued 06/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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