Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert William Danuloff is a financial professional who has been in the industry since April 2008. Robert is currently registered with Pinnacle Advisors and has been with the firm since October 2024. Previously, Robert was registered with Sterne Agee Financial Services, Inc. and WRP Investments, Inc. Robert holds a Series 66 license and also has Series 7 and SIE licenses. Robert provides a range of financial services, including financial planning, pension consulting, and portfolio management for individuals and businesses. Robert has a diverse client base, which includes individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Robert's clients are located in a variety of states across the country.
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.
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
OH
10/03/2024 - Present
Pinnacle Advisors (MANSFIELD OH)
OH
09/12/2014 - 12/31/2016
STERNE AGEE FINANCIAL SERVICES, INC. (ONTARIO OH)
OH
06/30/2010 - 09/12/2014
WRP INVESTMENTS, INC. (ONTARIO OH)
OH
04/17/2008 - 07/08/2010
LPL FINANCIAL CORPORATION (WORTHINGTON OH)
BOTH
Issued 05/07/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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