Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Hahn is a financial advisor with over 9 years of experience in the financial services industry. Robert currently works with TIAA-CREF Individual & Institutional Services, LLC, where he provides financial planning and investment management services to individuals, high-net-worth individuals, corporations, and charitable organizations. He has held previous positions at Key Investment Services LLC, Citizens Securities, Inc., and Wells Fargo Clearing Services, LLC. Robert holds Series 6, 7, 63, and 65 securities licenses and is registered with the state of New York.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NY
09/26/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (LATHAM NY)
NY
10/04/2018 - 09/06/2022
WELLS FARGO CLEARING SERVICES, LLC (ALBANY NY)
NY
02/08/2016 - 08/03/2018
CITIZENS SECURITIES, INC. (CLIFTON PARK NY)
NY
10/26/2015 - 01/15/2016
KEY INVESTMENT SERVICES LLC (ALBANY NY)
NY
03/12/2007 - 09/04/2007
MML INVESTORS SERVICES, INC. (ALBANY NY)
IA
Issued 09/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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