Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Auclair is a financial advisor with Balanced Wealth Management, LLC. Robert has been in the financial services industry since 1999 and holds the Series 6, 63, and 65 licenses. Robert is also a Certified Financial Planner. Robert's experience includes working with individuals and families, helping them develop financial plans and investment strategies. Balanced Wealth Management is a Registered Investment Advisor firm that provides financial planning and investment management services to individuals and families in the Rhode Island and Massachusetts area.
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.
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.
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RI
02/09/2015 - Present
Balanced Wealth Management, LLC (EAST GREENWICH RI)
RI
01/05/2006 - 04/29/2011
PURSHE KAPLAN STERLING INVESTMENTS (PROVIDENCE RI)
NJ
10/29/2003 - 12/31/2005
INVESTMENT ADVISORS & CONSULTANTS, INC. (WEST LONG BRANCH NJ)
MA
08/25/2003 - 10/27/2003
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
WI
01/08/1999 - 08/18/2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
01/08/1999 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 10/26/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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