Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Walter Hoey is an investment advisor representative at Janney Montgomery Scott LLC, with over 35 years of experience in the financial services industry. Robert has been registered with the Securities and Exchange Commission (SEC) since 1986, and has a wide range of experience in both broker-dealer and investment advisor roles. Robert is a Series 7, 8, 9, 10, 31 and 63 licensed professional. Robert also holds a Series 65 license and has been registered as an investment advisor in several states. Robert's experience includes working with individuals, corporations, and institutions.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
NJ
10/06/2017 - Present
Janney Montgomery Scott LLC (Mt. Laurel NJ)
NJ
02/21/2006 - 02/09/2009
CITIGROUP GLOBAL MARKETS INC. (MARLTON NJ)
NJ
04/22/1994 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (MARLTON NJ)
NY
01/02/1992 - 05/02/1994
FAHNESTOCK & CO., INC. (NEW YORK NY)
NA
06/08/1989 - 12/31/1991
W.H. NEWBOLD'S SON & CO., INC.
NY
10/22/1986 - 06/16/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/11/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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