Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Stetson is an investment advisor representative with Pathstone. Robert is registered with the state of Pennsylvania. Robert has been in the industry since 1984 and holds the Series 7, 22, 63 and 65 securities licenses. Robert has held previous roles with PNC Capital Markets, Inc., J.J.B. Hilliard, W.L. Lyons, Inc., PNC Brokerage Corp, American Capital Corporation, and J.M. Saxon & Co., 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.
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.
Strategic management for diversified investment portfolios.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
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 calculated based on the performance of your investments relative to a benchmark.
1
2
PA
09/21/2023 - Present
Pathstone (NEWTOWN SQUARE PA)
PA
06/16/2001 - 04/02/2004
PNC CAPITAL MARKETS, INC. (PITTSBURGH PA)
KY
10/19/1999 - 06/16/2001
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
08/27/1998 - 10/14/1999
PNC BROKERAGE CORP (PITTSBURGH PA)
PA
03/22/1985 - 12/31/1994
AMERICAN CAPITAL CORPORATION (VALLEY FORGE PA)
NA
04/25/1984 - 01/15/1985
J.M. SAXON & CO., INC.
IA
Issued 03/29/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1995
Series 2 - Non-Member General Securities Examination
BC
Issued 03/17/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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