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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wiley Gwynn is an investment advisor representative with Grove Point Advisors, LLC. Robert is licensed to provide advisory services in Florida, Massachusetts, and New York. He has been in the industry since 1997 and has a broad range of experience in the financial services sector. Robert's specialties include financial planning, pension consulting, and educational seminars. He works with high net worth individuals, individuals other than high net worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. Robert holds Series 6, 7, 63, and 65 licenses. Before joining Grove Point Advisors, LLC, Robert was associated with Janus Distributors LLC and Transamerica Capital, Inc.
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.
1
2
NY
05/29/2021 - Present
Grove Point Advisors, LLC (Victor NY)
CO
04/17/2006 - 09/18/2015
JANUS DISTRIBUTORS LLC (DENVER CO)
CO
11/25/2004 - 05/18/2005
TRANSAMERICA CAPITAL, INC. (DENVER CO)
NY
08/20/1997 - 12/19/2003
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
MA
03/07/1994 - 10/25/1994
MFS INVESTOR SERVICES, INC. (BOSTON MA)
IA
Issued 05/05/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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