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Robert P Hinnant

Brookfield Oaktree Wealth Solutions LLC

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About Robert P Hinnant

Robert Hinnant is a financial advisor at Brookfield Oaktree Wealth Solutions LLC. Robert has been in the financial services industry since February 10, 2003, and has a wealth of experience in helping clients achieve their financial goals. Robert holds several professional designations, including the Series 6, 7, 10, 24, 63, 65 and 82TO licenses. Robert is licensed to sell securities in Indiana, Kentucky, Michigan, New York and Ohio.

Firm Information

Robert Hinnant is currently registered with Brookfield Oaktree Wealth Solutions LLC. Brookfield Oaktree Wealth Solutions LLC is a Limited Liability Company formed on February 4, 2021. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Robert Hinnant’s Registration & Firm History

NY

04/20/2023 - Present

Brookfield Oaktree Wealth Solutions LLC (New York NY)

MI

09/30/2010 - 04/12/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)

MA

08/30/2006 - 07/27/2009

OLD MUTUAL INVESTMENT PARTNERS (BOSTON MA)

NY

02/06/2003 - 08/18/2006

DREYFUS SERVICE CORPORATION (NEW YORK NY)

IL

10/17/1997 - 01/01/1999

FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)

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Licenses & Designations

BC

Issued 09/29/2003

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/20/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/17/2008

Series 24 - General Securities Principal Examination

BC

Issued 04/20/2023

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/03/2003

Series 7 - General Securities Representative Examination

BC

Issued 10/16/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert P Hinnant.
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