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 Stankowski is an investment advisor representative with Grove Point Advisors, LLC. Robert has been in the financial services industry since December 18, 1995, and has a broad range of experience, including financial planning, portfolio management for individuals and businesses, and pension consulting. Robert is registered with the Securities and Exchange Commission (SEC) and holds the following licenses and registrations: Series 6, Series 7, Series 63, and Series 65. Robert is dedicated to providing clients with personalized financial advice and guidance to help them 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.
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
MD
12/21/2023 - Present
Grove Point Advisors, LLC (Monkton MD)
MD
12/15/1995 - 05/01/2009
METLIFE SECURITIES INC. (BALTIMORE MD)
MD
12/15/1995 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BALTIMORE MD)
BC
Issued 08/27/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/14/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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