Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Jonathan Speece is a financial advisor with Trumbower Financial Advisors LLC. Robert has been in the industry since 2014. Robert is registered as an Investment Advisor Representative in Maryland and Texas. Robert holds the Certified Financial Planner designation. Robert specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals. Robert is also licensed to provide financial advice to charitable organizations.
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.
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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MD
11/21/2019 - Present
Trumbower Financial Advisors LLC (BETHESDA MD)
Active
Inactive
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