Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Valleau is a financial advisor with Almanack Investment Partners, a firm based in Wayne, Pennsylvania. Robert is registered with the state of Pennsylvania as an Investment Advisor Representative. Previously, Robert worked at MerCap Securities, LLC, Hornor, Townsend & Kent, Inc., and Northwestern Mutual Investment Services, LLC. Robert specializes in Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisors, Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for Pooled Investment Vehicles.
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
PA
11/02/2020 - Present
Almanack Investment Partners (Wayne PA)
GA
01/30/2018 - 11/02/2020
MERCAP SECURITIES, LLC (ATLANTA GA)
PA
11/20/2012 - 01/08/2018
HORNOR, TOWNSEND & KENT, INC. (CONSHOHOCKEN PA)
PA
10/06/2008 - 11/21/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PHILADELPHIA PA)
IA
Issued 08/24/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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