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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Milton Hope is an investment advisor representative at Leavell Investment Management, Inc. Robert has been active in the investment industry for over four years. Robert has a strong background in finance, having previously worked at Barclays Capital Inc. and Harvard University. Robert is a licensed investment advisor representative in Alabama and has a Series 63 and 65 license. Robert specializes in providing investment advice to high-net-worth individuals, corporations, and charitable organizations.
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.
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.
Strategic management for diversified investment portfolios.
Education to participants of consulting and advised retirement plans
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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AL
12/12/2023 - Present
Leavell Investment Management, Inc. (MOBILE AL)
NY
08/15/2019 - 04/21/2022
BARCLAYS CAPITAL INC. (NEW YORK NY)
IA
Issued 12/11/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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