Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Knox is a financial professional with over 30 years of experience in the industry. Robert has a wealth of knowledge in financial planning, pension consulting and portfolio management. Robert currently works with Venn Wealth & Benefit Services, LLC in Pennsylvania. Robert is a Certified Financial Planner® professional and holds the Series 6, 7, 22, and 63 securities licenses, as well as the Series 65 Investment Advisor license. Robert also owns and operates Venn Financial Solutions, a business offering insurance and financial planning services. Robert has helped many individuals and families with their financial planning needs and enjoys working with clients of all ages.
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.
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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PA
08/19/2008 - Present
Venn Wealth & Benefit Services, LLC (ALTOONA PA)
MA
06/05/2003 - 12/31/2005
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
PA
04/29/2002 - 05/16/2003
ATLAS BROKERAGE COMPANY, L.P. (WASHINGTON PA)
PA
06/17/1998 - 04/29/2002
HACKETT ASSOCIATES, INC. (WYOMISSING PA)
NY
12/08/1997 - 07/14/1998
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NY
09/28/1993 - 01/14/1997
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
IN
03/22/1993 - 09/28/1993
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
03/19/1993 - 09/28/1993
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
TX
08/22/1991 - 02/26/1993
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
NY
12/08/1989 - 03/22/1991
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
12/08/1989 - 03/22/1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
GA
02/14/1989 - 12/05/1989
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
MN
06/30/1988 - 11/17/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/30/1988 - 11/17/1988
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
05/01/1986 - 06/29/1988
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
IA
Issued 05/31/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
BC
Issued 09/26/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/30/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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