Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Haran is an investment advisor representative with SPC. Robert has been in the industry since 2002. He is registered in Michigan, Arizona and California. Robert has experience with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Robert also has expertise in financial planning, pension consulting, educational seminars, and selection of other advisers. He is a registered principal with the firm and has a Series 7, 24, 31, and 66 license. In addition to his work at SPC, Robert is also an independent insurance agent.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
09/23/2019 - Present
SPC (Grosse Pointe Farms MI)
MI
06/12/2009 - 09/25/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (GROSSE POINTE FARMS MI)
MI
12/17/2007 - 06/12/2009
LEONARD & COMPANY (GROSSE POINTE FARMS MI)
MI
02/11/2005 - 12/19/2007
H&R BLOCK FINANCIAL ADVISORS, INC. (TROY MI)
NJ
01/24/2003 - 02/23/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NA
09/10/1993 - 06/29/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 02/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 01/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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