Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Alan Wheedleton is a financial advisor with Edelman Financial Engines, located in Ellicott City, MD. Robert has been in the financial industry for over 20 years and holds both Series 63 and Series 65 licenses. Robert has previously worked for EF Legacy Securities, LLC, Sanders Morris Harris LLC, Fidelity Brokerage Services LLC and T. Rowe Price Investment Services, Inc. Robert's expertise includes financial planning, portfolio management for businesses and individuals and pension consulting.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
MD
11/01/2018 - Present
Edelman Financial Engines (ELLICOTT CITY MD)
MD
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (ELLICOTT CITY MD)
MD
01/15/2010 - 04/22/2016
SANDERS MORRIS HARRIS LLC (ELLICOTT CITY MD)
NC
10/18/2000 - 01/04/2010
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
MD
03/06/1997 - 10/10/2000
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 11/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1997
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Robert Wheedleton is the right advisor for you? Invested Better is here to help.
