Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lutey is a financial advisor in Ambler, Pennsylvania, and has been in the industry since 1985. Robert is currently registered with Rational Capital Advisors LLC and is a registered investment advisor (IA) in Pennsylvania. Robert has passed the Series 65 and 7 exams. Previously, Robert was employed at LEHMAN BROTHERS INC. in New York, New York.
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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2
PA
10/26/2022 - Present
Rational Capital Advisors LLC (Ambler PA)
NY
01/29/1993 - 02/23/2006
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/21/1985 - 09/30/1985
HERZFELD & STERN INC.
IA
Issued 06/09/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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