linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert Schofield Whitehead

Headinvest

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Robert? Claim Your Profile

About Robert Schofield Whitehead

Robert Schofield Whitehead is an investment advisor representative at Headinvest. Robert is registered with the state of Maine and has over 20 years of experience in the financial industry. He has a Series 65, 63, 24, 4 and 7. Prior to joining Headinvest, Robert was a registered representative with Merrill Lynch for over 20 years. Robert specializes in providing financial planning and investment advice to individuals, corporations, charitable organizations and pension plans.

Firm Information

Robert Whitehead is currently registered with Headinvest. Headinvest, based in Portland, ME, is an investment advisor with over $897 million in regulatory assets under management. They provide a range of advisory services, including financial planning, selection of other advisors, and portfolio management for individuals, businesses, and investment companies. They serve a variety of client types, including high-net-worth individuals, charitable organizations, corporations, and pension plans.
Headinvest

7 CUSTOM HOUSE ST

PORTLAND, ME 04101-4194

$897.64M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Robert Whitehead’s Registration & Firm History

ME

12/05/2008 - Present

Headinvest (PORTLAND ME)

NY

09/26/1978 - 07/19/1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NA

07/22/1976 - 09/26/1978

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

Not sure if Robert Schofield Whitehead is right for you?

Licenses & Designations

IA

Issued 12/02/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/22/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/15/1981

Series 24 - General Securities Principal Examination

BC

Issued 08/21/1981

Series 4 - Registered Options Principal Examination

BC

Issued 10/19/1981

Series 5 - Interest Rate Options Examination

BC

Issued 09/08/1977

PC - AMEX Put and Call Exam

BC

Issued 07/17/1976

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Schofield Whitehead.
Not sure if Robert Schofield Whitehead is right for you?