Unclaimed
Robert Philip Renshaw is an investment advisor representative registered with Fountainhead Advisors in Warren, NJ. Robert has been in the industry since 2003 and has experience in both financial planning and portfolio management. He is also able to assist with the selection of other advisors. Prior to joining Fountainhead Advisors, Robert worked for 1st Global Capital Corp. and MML Investors Services, Inc.. Robert is licensed to sell securities in New Jersey.
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.
1
2
NJ
08/31/2016 - Present
Fountainhead Advisors (WARREN NJ)
NJ
09/14/2004 - 07/02/2008
1ST GLOBAL CAPITAL CORP. (RANDOLPH NJ)
MA
07/07/2003 - 07/14/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 10/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/05/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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