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 Teofilo is a financial advisor with over 40 years of experience in the industry. He is currently registered with Grove Point Advisors, LLC, a firm based in Rockville, MD. Robert Paul Teofilo is a seasoned professional who is committed to providing comprehensive financial planning services to individuals, families, and businesses. With a focus on building long-term relationships, Robert Paul Teofilo strives to understand his clients' needs and goals to develop customized financial strategies.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
WI
09/08/2009 - 12/31/2009
LPL FINANCIAL CORPORATION (BROOKFIELD WI)
WI
09/11/2002 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (BROOKFIELD WI)
MO
01/31/1992 - 09/23/2002
FFP SECURITIES, INC. (CHESTERFIELD MO)
IL
03/31/1989 - 02/11/1992
FIRST SECURITIES CORPORATION (CHICAGO IL)
WI
06/04/1979 - 04/03/1989
EQUABLE SECURITIES CORPORATION (MILWAUKEE WI)
BC
Issued 08/29/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1981
Series 7 - General Securities Representative Examination
BC
Issued 05/30/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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