Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Paul Marcoux is an investment advisor representative at Relation Wealth Management, Inc. Robert has been in the industry since 2004. Robert currently holds Series 66 and Series 7 licenses and has a SIE exam. Robert has previously worked with KESTRA INVESTMENT SERVICES, LLC and UBS FINANCIAL SERVICES INC. Robert is registered in Oklahoma and Texas. Robert specializes in providing financial planning, pension consulting, and portfolio management services for individuals.
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.
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.
1
2
OK
07/01/2024 - Present
Relation Wealth Management, Inc. (TULSA OK)
OK
06/02/2009 - 07/01/2024
KESTRA INVESTMENT SERVICES, LLC (TULSA OK)
OK
11/12/2004 - 05/13/2009
UBS FINANCIAL SERVICES INC. (TULSA OK)
BOTH
Issued 12/03/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2004
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Robert Marcoux is the right advisor for you? Invested Better is here to help.
