Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Barnes is a financial advisor with over 10 years of experience in the industry. Robert has a broad range of experience with both broker-dealer and investment advisory services. Robert is currently registered as a Registered Representative and Investment Advisor Representative with Avantax Advisory Services, providing financial advice and investment management services to individuals, businesses and retirement plans. Prior to this, Robert was an investment advisor representative with Purshe Kaplan Sterling Investments, providing similar services to individuals and businesses. Robert holds both a Series 6 and Series 7 securities license, and a Series 63 and Series 65 investment advisor licenses. Robert is passionate about helping clients achieve their financial goals, and he takes a personalized approach to understand each client's unique situation and goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
PA
06/10/2024 - Present
Avantax Advisory Services (Seven Fields PA)
PA
06/30/2017 - 06/10/2024
PURSHE KAPLAN STERLING INVESTMENTS (Glenshaw PA)
IA
Issued 09/10/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/30/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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