Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Stephen Loeb is a financial advisor with over 35 years of experience in the financial services industry. Robert has a strong background in providing financial planning and investment management services to individuals, families, businesses, and retirement plans. Robert has a deep understanding of the financial markets and is committed to providing personalized advice that helps clients reach their financial goals. Robert is a Certified Financial Planner™ professional and holds a Series 6, Series 22, Series 63, and SIE licenses. He is also a registered representative with Kestra Investment Services, LLC and an investment advisor representative with Kestra Advisory Services, LLC. Robert is a member of the North Salem Lions Club, where he has served as President. He is also a trustee of the Thomas J. Kaplan Estate. Robert is dedicated to serving his clients and the community.
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.
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
TX
09/07/2022 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
MA
09/30/1986 - 11/18/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BC
Issued 01/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/29/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Loeb is the right advisor for you? Invested Better is here to help.
