Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Todd Trethewey is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with Sageview Advisory Group, LLC. Prior to joining Sageview, Robert worked for Walnut Street Securities, Inc. and Washington Square Securities, Inc. Robert holds the Series 7, Series 26, and Series 66 licenses. He specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for both businesses and individuals.
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
CA
07/10/2009 - Present
Sageview Advisory Group, LLC (NEWPORT BEACH CA)
MD
04/06/2000 - 12/07/2005
WALNUT STREET SECURITIES, INC. (BETHESDA MD)
CT
12/08/1999 - 04/10/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
BOTH
Issued 12/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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