Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Joseph has been in the financial industry since 1992. Robert is currently registered with Capitol Securities Management, Inc. Robert is also a registered Investment Advisor, and has been actively involved in this role since 2009. Robert has a wide range of experience, and he specializes in providing investment advice to individuals, corporations, and other businesses. He also provides financial planning and portfolio management services to his clients. Robert is dedicated to providing personalized service and helping his clients achieve their financial goals.
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.
1
2
MA
10/18/2021 - Present
Capitol Securities Management, Inc. (Wellesley MA)
NH
06/11/1998 - 10/07/2009
HAWTHORNE SECURITIES CORPORATION (AMHERST NH)
NY
11/19/1992 - 06/25/1998
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/19/1992 - 10/23/1995
LEHMAN GOVERNMENT SECURITIES INC.
NA
11/19/1992 - 07/18/1994
LEHMAN SPECIAL SECURITIES INC.
IA
Issued 11/08/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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