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  2. Bob Beese

Bob Beese

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Bob Beese
AIF®, ChFC®, CLTC®
Financial Advisor
Phone: 
401-244-3200 ext. 150
Fax: 
401-244-3223
E-mail: 
robertbeese@pioneer-financial.com

 

Professional Designations and Registrations:   
Accredited Investment Fiduciary (AIF®)
Chartered Financial Consultant (ChFC®)
Certification in Long Term Care (CLTC®)

FINRA Series 7 & 66
Life, Accident, & Health Producer’s License

 

Education:
Bachelor of Science in Business Administration

 

Robert H. Beese, AIF®, ChFC®, CLTC, is a Senior Associate of Pioneer Financial Group, Inc. in Warwick RI.  In 1991, Bob successfully completed four years of active-duty service in the United States Marine Corps, where he served as a non-commissioned officer and received an honorable discharge.

Bob believes strongly in continuing education for both he and his clients. Bob has earned the Chartered Financial Consultant (ChFC®) designation through the American College, the Certification in Long Term Care (CLTC®) from the Corporation for Long Term Care Certification, Inc., and most recently his Accredited Investment Fiduciary (AIF®) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh. Through the AIF® designation, he has received formal training in investment fiduciary responsibility.

Bob is also an instructor for a six-hour retirement planning class held at Bristol Community College - Davol Street campus. The class has brought retirement planning strategies to hundreds of couples in the South Eastern MA and the Newport County Rhode Island area.

In the words of Larry Elder “A goal without a plan is just a wish”. Bob believes in helping his clients discover what is important to them and using a process to guide them towards creating a personalized comprehensive financial strategy. A solid strategy should provide the framework for achieving the client’s goals and objectives while simultaneously minimizing risk and the potential for loss.

Bob maintains a satellite office of Pioneer Financial Group in Portsmouth, Rhode Island. He resides in Portsmouth, Rhode Island with his lovely wife, Malana and their two children, Evan and Andrew.

 

State Registrations and Licenses:

FINRA Registrations:  

RI, MA, CT, NH, NJ, NC, FL, MT, CA.

Producer Licenses:       

RI, MA, CT, NH, NJ, NC, FL, MT.

 

Robert H. Beese is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Securities and Investment Advisory Services offered through Securian Financial Services. Member FINRA/SIPC.  Pioneer Financial Group is independently owned and operated.117 Metro Center Blvd, Suite 2008, Warwick, RI 02886.   3665031 - 7/2021

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117 Metro Center Boulevard, Suite 2008
Warwick, Rhode Island
02886 United States

  •  Tel: 401-244-3200
  •  Toll Free: 866-514-0261
  •  Fax: 401-244-3223

Pioneer Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with  Pioneer Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Pioneer Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.  3100994 DOFU 07/2020

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