Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Levin is an investment advisor representative at Slatestone Wealth LLC, a firm based in Jupiter, FL. Robert has been in the industry for over 20 years and holds Series 7, 63, and 65 licenses. Robert has prior experience at H. Beck, Inc. and Legg Mason Wood Walker, Incorporated. Slatestone Wealth LLC provides financial planning and portfolio management services for individuals, high-net-worth individuals, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial 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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FL
03/13/2020 - Present
Slatestone Wealth LLC (JUPITER FL)
MD
01/16/1998 - 11/03/2003
H. BECK, INC. (ROCKVILLE MD)
MD
04/02/1996 - 01/23/1998
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 04/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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