Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Pulsifer is a financial advisor with Almanack Investment Partners, a firm with offices in Wayne, Pennsylvania. Robert has been in the industry for over 25 years and has a broad range of experience in financial planning, portfolio management, and investment advisory services. Robert is a Certified Financial Planner™ and a Chartered Financial Analyst®. Robert has previously held positions at MerCap Securities, LLC and Spire Securities, LLC.
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
PA
03/31/2016 - Present
Almanack Investment Partners (WAYNE PA)
GA
05/31/2016 - 03/19/2019
MERCAP SECURITIES, LLC (ATLANTA GA)
PA
02/13/2015 - 04/29/2016
SPIRE SECURITIES, LLC (Narberth PA)
DC
09/15/2003 - 08/03/2006
MORGAN STANLEY DW INC. (WASHINGTON DC)
BC
Issued 03/17/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/26/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/05/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/12/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/28/1995
Series 2 - Non-Member General Securities Examination
Active
Inactive
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