Unclaimed
Robert Hamm is a financial advisor with over 9 years of experience in the industry. Robert is currently registered with Strategic Blueprint, LLC and has been a Registered Representative and Investment Advisor Representative since 2015. Robert has also held previous positions with TRIAD ADVISORS LLC and TRANSAMERICA FINANCIAL ADVISORS, INC. Robert has a broad base of experience, including retirement planning, education, and securities trading. Robert specializes in helping high-net-worth individuals, corporations, and charitable organizations achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Family office services
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.
Family office fees, endorsements
1
2
WA
10/01/2024 - Present
Strategic Blueprint, LLC (Bothell WA)
WA
02/19/2016 - 08/23/2024
TRIAD ADVISORS LLC (Bothell WA)
WA
11/19/2015 - 03/15/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (MILL CREEK WA)
BOTH
Issued 08/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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