Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Carroll is a financial advisor with Carnegie Investment Counsel. Robert has been with Carnegie Investment Counsel since May 2013. Robert holds a Series 65 license. Robert is also a Certified Financial Planner. Carnegie Investment Counsel provides portfolio management for businesses and individuals. Carnegie Investment Counsel also offers financial planning services.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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OH
06/03/2013 - Present
Carnegie Investment Counsel (PEPPER PIKE OH)
IA
Issued 02/07/2006
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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