Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wilfred Foley is a registered representative with Cambridge Investment Research Advisors, Inc. Robert has been in the industry since January 18, 2007 and has been with Cambridge Investment Research Advisors, Inc. since August 17, 2016. Robert is licensed in California, Colorado, Florida, Massachusetts, Montana, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, South Carolina and Virginia. Robert is also registered as an investment advisor representative with the state of New Jersey. Robert specializes in financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses, and portfolio management for 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NJ
08/17/2016 - Present
Cambridge Investment Research Advisors, Inc. (Madison NJ)
NJ
01/15/2008 - 08/22/2016
ROYAL ALLIANCE ASSOCIATES, INC. (WEST ORANGE NJ)
NJ
12/19/2006 - 12/14/2007
SIGNATOR INVESTORS, INC. (ROSELAND NJ)
BOTH
Issued 03/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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