Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lewis Klingensmith is a financial advisor in Williamsburg, Virginia, with over 20 years of experience in the industry. He is registered as an Investment Advisor Representative (IAR) in Virginia and has been affiliated with Pbmares Wealth Management LLC since January 2017. Robert has also previously worked with MML Investors Services, LLC, HSBC Securities (USA) Inc., Wachovia Securities, LLC, RMIN Securities, Inc., FSC Securities Corporation, American Express Financial Advisors Inc., and IDS Life Insurance Company. He holds Series 66, Series 7, and SIE licenses. Robert's expertise includes providing financial planning, pension consulting, and portfolio management for individuals and businesses. He is also a Partner and Consulting Service Line Leader at Pbmares, LLP.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting
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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VA
03/08/2016 - Present
Pbmares Wealth Management LLC (WILLIAMSBURG VA)
MD
04/19/2011 - 10/31/2014
MML INVESTORS SERVICES, LLC (ROCKVILLE MD)
DC
04/21/2010 - 04/05/2011
HSBC SECURITIES (USA) INC. (WASHINGTON DC)
VA
10/05/2006 - 08/04/2008
WACHOVIA SECURITIES, LLC (MCLEAN VA)
CO
11/22/2004 - 09/15/2005
RMIN SECURITIES, INC. (DENVER CO)
GA
12/17/2003 - 11/17/2004
FSC SECURITIES CORPORATION (ATLANTA GA)
CO
08/11/2003 - 12/17/2003
RMIN SECURITIES, INC. (DENVER CO)
MN
07/31/2000 - 08/19/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/31/2000 - 08/19/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/04/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2014
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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