Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Methven is an investment advisor representative with Forum Financial Management, LP. Robert has been in the industry since 1999 and has experience in both the financial and insurance industries. Robert has a strong understanding of the financial markets and a commitment to providing his clients with personalized financial advice. Robert works with clients to develop and implement financial plans that meet their individual needs and goals. Robert is a dedicated advisor who works hard to build strong, lasting relationships with his clients.
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.
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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VA
08/26/2009 - Present
Forum Financial Management, LP (MIDLOTHIAN VA)
VA
06/12/2007 - 03/01/2011
GENWORTH FINANCIAL SECURITIES CORPORATION (MIDLOTHIAN VA)
VA
06/05/2002 - 07/02/2007
CAPITAL BROKERAGE CORPORATION (RICHMOND VA)
VA
06/05/2002 - 02/13/2007
GENWORTH FINANCIAL SECURITIES CORPORATION (RICHMOND VA)
CT
09/30/2003 - 05/27/2005
GE INVESTMENT DISTRIBUTORS, INC (STAMFORD CT)
CT
03/05/2004 - 09/15/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
CT
01/11/1999 - 05/14/2002
GE INVESTMENT DISTRIBUTORS, INC (STAMFORD CT)
BC
Issued 07/10/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/30/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/2002
Series 24 - General Securities Principal Examination
BC
Issued 12/29/1998
Series 27 - Financial and Operations Principal Examination
BC
Issued 03/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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