Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Richard Szeles is a financial advisor with Beese Fulmer Private Wealth Management. Robert is a Chartered Financial Analyst and has over 10 years of experience in the financial services industry. Robert has worked for firms such as Federated Hermes and PNC Capital Advisors. Robert is registered in Connecticut, Florida and Ohio and specializes in providing financial advice to individuals, families, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. He is a member of the firm’s investment committee and is responsible for developing and managing investment strategies for 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.
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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OH
12/05/2022 - Present
Beese Fulmer Private Wealth Management (CANTON OH)
Active
Inactive
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