Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wilmer Black has been in the financial services industry since May 21, 1986. Currently, Robert is registered with Harbor Investment Advisory, LLC in Lutherville, MD. Previously, Robert was affiliated with several firms, including Credit Suisse Securities (USA) LLC, Donaldson, Lufkin & Jenrette Securities Corporation, DB Alex. Brown LLC, Alex. Brown & Sons Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Connecticut Mutual Financial Services, Inc. Robert has earned a number of professional certifications, including Series 63, Series 65, Series 7, Series 24, and SIE exams. Robert has also been a Director of the Rollins-Luetkemeyer Foundation since 1999. Robert focuses on providing financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors to clients. Robert is a registered Investment Advisor in Maryland and has a Broker-Dealer registration in 45 other states.
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.
1
2
MD
01/22/2010 - Present
Harbor Investment Advisory, LLC (Lutherville MD)
MD
01/17/2003 - 01/29/2010
CREDIT SUISSE SECURITIES (USA) LLC (BALTIMORE MD)
NJ
02/18/2000 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
MD
09/01/1997 - 02/25/2000
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
12/07/1990 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
NY
09/27/1986 - 12/11/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
05/22/1986 - 10/08/1986
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
IA
Issued 07/09/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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