Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Martin Hotaling is a financial professional with over 20 years of experience in the industry. Robert has a proven track record of success in providing financial advice and investment management services to individuals and businesses. Robert is currently registered with Innovation Partners LLC and is a licensed representative in Florida, New Jersey, and New York. Robert previously worked at Benchmark Investments, LLC, Equity Services, Inc., Hornor, Townsend & Kent, Inc., Lincoln Financial Advisors Corporation, AXA Advisors, LLC, MML Investors Services, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Robert holds the Series 6 and Series 63 securities licenses and the SIE exam.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
NC
03/30/2023 - Present
Innovation Partners LLC (CHARLOTTE NC)
NY
01/19/2021 - 06/27/2022
BENCHMARK INVESTMENTS, LLC (Melville NY)
NY
10/19/2018 - 02/14/2020
EQUITY SERVICES, INC. (NEW YORK NY)
NY
05/09/2011 - 09/27/2018
HORNOR, TOWNSEND & KENT, INC. (NEW YORK NY)
NY
06/03/2016 - 06/30/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (NEW YORK NY)
NY
07/21/2005 - 02/16/2011
AXA ADVISORS, LLC (NEW YORK NY)
MA
04/24/1999 - 12/08/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
08/19/1998 - 03/31/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/19/1998 - 03/31/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 09/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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