Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Joseph Brewer is a registered investment advisor representative with Grove Point Advisors, LLC, based in Rockville, Maryland. Robert has over 30 years of experience in the financial services industry, and holds Series 6, 7, 63 and 65 licenses. Robert specializes in providing financial planning and portfolio management services to individuals, businesses and charitable organizations. Robert previously worked at IFG Network Securities, Inc. and Comprehensive Financial Services, Inc.
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.
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.
1
2
MD
01/02/2025 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
GA
01/01/1996 - 02/01/1996
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
11/16/1993 - 01/01/1996
COMPREHENSIVE FINANCIAL SERVICES, INC.
BC
Issued 12/15/1994
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/25/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1994
Series 7 - General Securities Representative Examination
BC
Issued 11/15/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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