Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Seipp is a registered investment advisor representative with GWN Securities Inc. Robert has been in the financial industry for over 10 years and has held licenses with both the state of New York and New Jersey. Robert is a Series 7 and 66 licensed advisor representative. Robert is a teacher in the Wappingers Central School District in addition to his financial advisor career. Robert has over 10 years of experience providing investment advice to individuals and families, and has a strong track record of success.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
In lieu of hourly fee, ia can charge a flat fee
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2
NY
03/31/2021 - Present
GWN Securities Inc. (STORMVILLE NY)
NY
09/27/2012 - 12/31/2014
FIRST ALLIED SECURITIES, INC. (FISHKILL NY)
BOTH
Issued 03/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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