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professional profile

Robert S Beck, CFP

AgentRRIAR PA CRD 2121454 Last verified October 2026

Overview

Robert S Beck is an insurance agent, a registered representative and an investment adviser representative based in PA, with 35 years in the industry.

Years in the industry
35
States licensed
3
States registered
14
Carrier appointments
12

Contact

2 business emails and 2 phone numbers on file

Registrations and licenses

  • Licensed in 3 states
  • Registered in 14 states
  • Producer
  • Series 31
  • Series 63
  • Series 7
  • SIE

4 lines of authority, with every state and its dates

Firms

Employment history since 1991

Carriers

12 active carrier appointments

Book and practice

Firm assets under management on file

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