Unclaimed
Robert Dolgoff is a financial advisor who has been working in the industry since 1994. He is currently registered with Hornor, Townsend & Kent, LLC in Horsham, PA and Aurora Securities in Troy, MI. Robert has experience working with individuals, corporations, trusts, and pension and profit sharing plans. He offers a range of financial advisory services, including financial planning, portfolio management, and selection of other advisors. Robert has a deep understanding of the financial markets and a commitment to providing personalized financial advice to his clients.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Trail commissions, distribution assistance fees
1
2
PA
08/27/2024 - Present
Hornor, Townsend & Kent, LLC (HORSHAM PA)
FL
10/24/2016 - 05/06/2024
R.M. STARK & CO., INC. (LAKE WORTH BEACH FL)
FL
09/26/2016 - 10/20/2016
LINCOLN FINANCIAL SECURITIES CORPORATION (PARKLAND FL)
KS
11/23/2011 - 10/17/2016
CAREY, THOMAS, HOOVER, & BREAULT, INC. (WICHITA KS)
FL
10/01/1997 - 12/05/2011
LINCOLN FINANCIAL SECURITIES CORPORATION (PARKLAND FL)
IN
01/15/1996 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
NJ
12/08/1994 - 12/04/1995
FIRST INVESTORS CORPORATION (EDISON NJ)
NY
12/08/1993 - 03/16/1994
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 12/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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