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 Van pelt is a financial advisor with over 40 years of experience in the industry. He is currently registered as a Registered Representative with Brokers International Financial Services, LLC and has previously held positions at several other firms. Robert has a wide range of experience in providing financial advice to both individual and institutional clients, including corporations, businesses, high-net-worth individuals, and charitable organizations. He also offers a variety of investment services, including portfolio management, educational seminars, and publication of periodicals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Percentage of assets managed by third-party advisor firms
1
2
IA
04/28/2016 - Present
Brokers International Financial Services, LLC (URBANDALE IA)
PA
07/17/1996 - 12/31/2014
BEDMINSTER FINANCIAL GROUP, LIMITED (HOLICONG PA)
FL
04/11/1994 - 11/01/1996
MAKEFIELD SECURITIES CORPORATION (STUART FL)
FL
06/25/1993 - 08/11/1993
MAKEFIELD SECURITIES CORPORATION (STUART FL)
NA
11/19/1992 - 02/23/1993
B. PIERCE & CO. INC. (LONDON )
NA
01/30/1990 - 12/10/1992
WASHINGTON CROSSING FINANCIAL SERVICES CORP.
NA
09/24/1990 - 11/09/1990
MAKEFIELD SECURITIES CORPORATION
FL
08/25/1988 - 01/29/1990
MAKEFIELD SECURITIES CORPORATION (STUART FL)
NA
08/13/1974 - 08/05/1988
BERNARD HEROLD & CO., INC.
BOTH
Issued 04/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 03/23/1990
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 01/16/1975
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1979
PC - AMEX Put and Call Exam
BC
Issued 08/08/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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