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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Anderson is a financial advisor with Commonwealth Financial Network. Robert has over 25 years of experience in the financial services industry. Robert is a licensed investment advisor representative (IAR) and holds Series 7, 9, 10, 63 and 65 licenses. Robert specializes in working with high-net-worth individuals, corporations, and other businesses, and has experience with pension and profit-sharing plans as well as charitable organizations. Robert's previous experience includes roles with Raymond James Financial Services, Inc. and Edward Jones.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
10/30/2024 - Present
Commonwealth Financial Network (Vero Beach FL)
FL
02/07/2003 - 08/03/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (VERO BEACH FL)
MO
01/01/1999 - 02/12/2003
EDWARD JONES (ST. LOUIS MO)
IA
Issued 01/02/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/10/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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