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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Guy Robson is a registered investment advisor representative for Bolton Securities Corp. Edward Robson has been in the industry since 1983, previously with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Kidder, Peabody & Co. Incorporated. Edward Robson works out of the Bolton, Massachusetts office. Edward Robson has a strong track record of success in the financial services industry, with extensive experience in providing financial planning and investment management services to a wide range of clients. Edward Robson is committed to providing personalized service and helping clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
03/29/2016 - Present
Bolton Securities Corp. (BOLTON MA)
FL
02/25/1985 - 02/03/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
NA
10/26/1983 - 01/31/1985
KIDDER, PEABODY & CO. INCORPORATED
IA
Issued 09/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1987
Series 5 - Interest Rate Options Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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