Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lohring Smee has been an active financial advisor since 1984. Robert is registered as a broker and investment advisor representative with LPL Financial LLC in the state of Pennsylvania. Previously, Robert was registered with H&R Block Financial Advisors, Inc. in Pennsylvania, Bryn Mawr Investment Group, Inc. in Pennsylvania, W. H. Newbold’s Son & Co./Hopper Soliday & Co., Inc. and Hopper Soliday & 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.
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 and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
11/07/2017 - Present
LPL Financial LLC (HORSHAM PA)
PA
10/23/1991 - 12/18/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (JENKINTOWN PA)
PA
04/26/1990 - 10/23/1991
BRYN MAWR INVESTMENT GROUP, INC. (ROSEMONT PA)
NA
05/01/1989 - 04/25/1990
W. H. NEWBOLD'S SON & CO./HOPPER SOLIDAY & CO., INC.
NA
01/12/1984 - 05/01/1989
HOPPER SOLIDAY & CO., INC.
IA
Issued 12/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/02/1998
Series 24 - General Securities Principal Examination
BC
Issued 08/03/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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