Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Edry is a financial advisor with over 10 years of experience in the industry. Robert is registered with Keel Point, LLC and has been with them since 2022. Previously, Robert worked with Prudential Insurance Company of America, MML Investors Services, LLC, and NYLife Securities LLC. Robert has a wide range of experience working with different types of clients. He provides financial planning and investment management services to individuals, families, corporations, trusts, and charitable organizations. Robert is also a Certified Financial Planner.
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.
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.
Consulting service to third-party ria
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
AL
01/05/2025 - Present
Keel Point, LLC (HUNTSVILLE AL)
NJ
07/30/2021 - 04/19/2022
PRUCO SECURITIES, LLC. (NEWARK NJ)
NH
02/05/2021 - 07/28/2021
MML INVESTORS SERVICES, LLC (Nashua NH)
MA
04/23/2019 - 02/11/2021
NYLIFE SECURITIES LLC (WALTHAM MA)
IA
Issued 07/06/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 04/23/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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