Unclaimed
Robert Joseph Standish is a financial advisor with Wealth Enhancement Advisory Services, LLC. Robert has been working in the financial industry since December 6, 1999. Robert has been registered with Wealth Enhancement Advisory Services, LLC since March 4, 2020. Previously, Robert was registered with BPU INVESTMENT MANAGEMENT INC., PNC INVESTMENTS, J.J.B. HILLIARD, W.L. LYONS, INC., and MERCER ALLIED COMPANY, L.P. Robert is licensed in California, Nevada, and Pennsylvania. Robert is also a Certified Financial Planner.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
PA
03/04/2020 - Present
Wealth Enhancement Advisory Services, LLC (Pittsburgh PA)
PA
05/20/2004 - 03/06/2020
BPU INVESTMENT MANAGEMENT INC. (PITTSBURGH PA)
PA
01/01/2004 - 04/15/2004
PNC INVESTMENTS (PITTSBURGH PA)
KY
10/14/2003 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
NY
12/07/1999 - 10/20/2003
MERCER ALLIED COMPANY, L.P. (COHOES NY)
BOTH
Issued 02/25/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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