Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Thomas Wochele is a financial advisor with over 40 years of experience in the industry. Robert is currently registered with Oppenheimer & Co. Inc. and has previously been registered with W.H. Newbold's Son & Co., Inc., Fahnestock & Co., Inc., Fahnestock International Inc., and First Jersey Securities, Inc.. Robert holds Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. Robert is also a Chartered Financial Analyst (CFA). Robert has been a financial advisor since 1979.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
07/28/2005 - Present
Oppenheimer & CO. INC. (DOYLESTOWN PA)
NA
03/28/1988 - 12/31/1991
W.H. NEWBOLD'S SON & CO., INC.
NA
04/13/1988 - 06/01/1988
FAHNESTOCK & CO., INC.
NA
09/09/1987 - 04/13/1988
FAHNESTOCK INTERNATIONAL INC.
NA
08/27/1979 - 08/15/1987
FIRST JERSEY SECURITIES, INC.
IA
Issued 9/3/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/4/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/18/1979
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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