Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Abbott is an investment advisor representative with Fidelity Personal And Workplace Advisors, located in Westwood, MA. Robert has been in the financial industry for 27 years, specializing in retirement planning, investment strategies, and financial planning. Robert has a broad range of experience, having worked with both individuals and institutions, and has a proven track record of success. Robert is dedicated to providing personalized financial advice that meets the unique needs of each client.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
04/26/2022 - Present
Fidelity Personal AND Workplace Advisors (WESTWOOD MA)
MA
08/24/2018 - 01/18/2022
EQUITABLE ADVISORS, LLC (WELLESLEY MA)
MA
10/05/2015 - 07/25/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CAMBRIDGE MA)
MA
10/08/2014 - 09/24/2015
NYLIFE SECURITIES LLC (WALTHAM MA)
RI
05/14/1997 - 04/02/2013
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
07/12/1994 - 05/14/1997
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
09/14/1993 - 07/06/1994
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 04/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/15/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/13/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Robert Abbott is the right advisor for you? Invested Better is here to help.
