Unclaimed
Robert Hackenberg is an investment advisor representative associated with Northeast Financial Group, Inc., where Robert has been employed since January 1998. Robert also has previous experience with Leigh Baldwin & Co., LLC, AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States. Robert is registered with the state of Pennsylvania, and has a Series 6, Series 7, Series 63, and Series 65 license. Robert specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Robert also provides selection of other advisors and portfolio management for pooled investment vehicles.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
07/20/1998 - Present
Northeast Financial Group, Inc. (TANNERSVILLE PA)
PA
04/17/2009 - 02/13/2015
LEIGH BALDWIN & CO., LLC (TANNERSVILLE PA)
PA
10/25/1982 - 04/17/2009
AXA ADVISORS, LLC (TANNERSVILLE PA)
NY
10/25/1982 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/13/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/23/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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