Series 7, 24, 63 & 79 Securities Registrations,¹ Insurance License
Robert has more than thirty years of experience in the securities industry, most recently as President of BPU Investment Management and joined Wealth Enhancement Group through a partnership with that firm. Robert enjoys working with high and ultra-high net worth families to develop long-term strategies that take into consideration their risk tolerance and overall financial goals. He sits on the board of directors for ACHIEVA, Old Joe Charities and the National Rifle Association Foundation. Robert and his wife have been married for 32 years and have three adult children. For fun he enjoys hunting, fishing and building wooden boats.
- BS, Ohio State University
The Unkovic-Haley Financial Advisory Team is located in our Greensburg office.
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¹ Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. ² Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.