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 Pulit is an investment advisor representative associated with Valley Brook Capital Group, Inc., a registered investment advisor firm located in Venetia, Pennsylvania. Robert has been working in the securities industry since May 1989. Robert Michael Pulit is also a registered investment advisor in Pennsylvania. Robert has held prior positions with various firms, including Dautrich, Seiler Financial Services, Inc., Charles Schwab & Co., Inc., Hibbard Brown & Co., Inc., and F.N. Wolf & Co., Inc. Robert holds multiple licenses and has a diverse background in the financial services industry, and specializes in Financial Planning, Pension Consulting, and Portfolio Management for Individuals.
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.
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.
1
2
PA
03/23/2007 - Present
Valley Brook Capital Group (VENETIA PA)
PA
11/08/2006 - 01/02/2015
DAUTRICH, SEILER FINANCIAL SERVICES, INC. (VENETIA PA)
TX
05/15/1989 - 11/22/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
06/13/1988 - 01/05/1989
HIBBARD BROWN & CO., INC.
NA
05/25/1988 - 06/21/1988
F.N. WOLF & CO., INC.
IA
Issued 03/22/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2015
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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