Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Van ostenbridge is a financial advisor with Newedge Advisors. Robert has been in the financial industry since 2002 and is a Certified Financial Planner. Robert has offices in Madison, Connecticut and New Orleans, Louisiana. Robert works with individual investors, high net worth individuals, corporations, businesses, and charitable organizations. Robert provides financial planning, pension consulting, and portfolio management services. Robert is a registered Investment Advisor in California, Connecticut, North Carolina, and Texas.
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.
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.
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2
CT
04/24/2020 - Present
Newedge Advisors (Madison CT)
CT
04/24/2020 - 01/31/2024
TRIAD ADVISORS LLC (Madison CT)
CT
12/07/2007 - 04/27/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MADISON CT)
CT
08/22/2002 - 12/13/2007
CITIGROUP GLOBAL MARKETS INC. (GUILFORD CT)
IA
Issued 09/05/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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