linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Roger William Roble

Roble, Belko AND Company, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Roger? Claim Your Profile

About Roger William Roble

Roger William Roble is an investment advisor representative at Roble Belko & Company. Roger has been in the industry since 1986 and holds Series 3, Series 7 and Series 63 licenses. Roger is registered with the state of Pennsylvania.

Firm Information

Roger Roble is currently registered with Roble, Belko AND Company, Inc.. Roble, Belko AND Company, Inc. is an investment advisor registered with the SEC, headquartered in SEWICKLEY, PA. The firm manages over $1 billion in assets for individuals, corporations, and charitable organizations. Their services include financial planning, portfolio management, and selection of other advisors. They have 7 investment advisor representatives and are accessible at HTTPS://WWW.LINKEDIN.COM/COMPANY/ROBLE-BELKO-&-COMPANY and https://roblebelko.com/.
Roble, Belko AND Company, Inc.

1603 CARMODY COURT

SEWICKLEY, PA 15143

$1.08B

Assets Under Management

1

Total Clients

7

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Roger Roble’s Registration & Firm History

PA

07/31/2000 - Present

Roble, Belko AND Company, Inc. (Sewickley PA)

MO

05/02/1995 - 04/11/2000

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

NY

10/22/1986 - 03/23/1995

CS FIRST BOSTON CORPORATION (NEW YORK NY)

Not sure if Roger William Roble is right for you?

Licenses & Designations

BC

Issued 12/15/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/13/1986

Series 3 - National Commodity Futures Examination

BC

Issued 10/18/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Roger William Roble.
Not sure if Roger William Roble is right for you?