Unclaimed
Robert Alan Strobel is a financial advisor at Benjamin F. Edwards & Company, Inc. Robert has been in the financial industry since 1989 and has worked for several firms including Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc. Robert holds the Series 3, 6, 7, and 66 licenses, as well as the SIE designation. Robert provides a wide range of financial services including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
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
IL
03/24/2023 - Present
Benjamin F. Edwards & Company, Inc. (St. Charles IL)
IL
01/01/2008 - 02/17/2021
WELLS FARGO CLEARING SERVICES, LLC (ELGIN IL)
IL
12/13/1994 - 01/03/2008
A. G. EDWARDS & SONS, INC. (HANOVER PARK IL)
NJ
11/28/1989 - 01/07/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
11/28/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 12/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1995
Series 7 - General Securities Representative Examination
BC
Issued 11/27/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/21/1988
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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