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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert S. Hartinger is a financial advisor with Sanctuary Advisors, LLC. Robert has been in the financial services industry since 2011 and has extensive experience helping clients with their financial planning needs. Robert is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 66, Series 7, and SIE licenses. Prior to joining Sanctuary Advisors, LLC, Robert worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated. Robert specializes in working with high-net-worth individuals, families, and businesses.
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
IN
03/26/2021 - Present
Sanctuary Advisors, LLC (INDIANAPOLIS IN)
NC
01/27/2012 - 03/31/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RALEIGH NC)
NC
07/25/2011 - 10/11/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CARY NC)
BOTH
Issued 11/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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