Unclaimed
Robert Paul Aborn is an investment advisor representative associated with Portfolio Medics, LLC. Robert has been in the industry for 3 years. Robert's primary office is located in Wintersville, Ohio. Robert specializes in providing financial planning, pension consulting, and selection of other advisers to clients. Robert also offers portfolio management services to individuals. Robert holds Series 66, Series 7TO, and SIE licenses. Robert is currently registered in Ohio, Pennsylvania, Texas, and West Virginia.
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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2
OH
04/01/2022 - Present
Portfolio Medics, LLC (Wintersville OH)
OH
02/23/2019 - 03/22/2022
EDWARD JONES (STEUBENVILLE OH)
BOTH
Issued 03/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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