Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Michael O'Reilly is a financial advisor with over 16 years of experience in the financial services industry. Robert is currently registered with Great Valley Advisor Group, Inc. and has held previous registrations with Pruco Securities, LLC., LPL Financial LLC, Citigroup Global Markets Inc., and UBS Financial Services Inc. Robert holds Series 66, 7, and SIE licenses. Robert is also a registered investment advisor in the state of Pennsylvania. Robert specializes in financial planning, portfolio management, and consulting services.
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.
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 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.
A percentage of the total value of assets under management is charged.
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2
PA
10/03/2014 - Present
Great Valley Advisor Group, Inc. (DOYLESTOWN PA)
PA
08/15/2012 - 12/19/2013
PRUCO SECURITIES, LLC. (CHALFONT PA)
PA
08/20/2009 - 08/07/2012
LPL FINANCIAL LLC (CONSHOHOCKEN PA)
PA
08/29/2008 - 05/29/2009
CITIGROUP GLOBAL MARKETS INC. (DOYLESTOWN PA)
PA
05/19/2006 - 09/15/2008
UBS FINANCIAL SERVICES INC. (NEWTOWN PA)
BOTH
Issued 07/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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