Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lansing is a financial advisor with Alden Investment Group. Robert has been in the industry since 1985. Robert is registered with the state of Pennsylvania as an Investment Advisor Representative (IAR). Robert is a Series 3, 7, 63 and SIE licensed professional and has been registered with FINRA and the state of Pennsylvania since 2021. The advisor’s previous employers include Wells Fargo Clearing Services, LLC, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Robert focuses on retirement planning and portfolio management for individuals. Alden Investment Group provides financial advice and portfolio management to individuals, high-net-worth individuals, and pension and profit-sharing plans.
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.
Personalized portfolio management to meet individual financial objectives.
Retirement plans
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
PA
04/06/2022 - Present
Alden Investment Group (Doylestown PA)
PA
08/27/2009 - 10/14/2021
WELLS FARGO CLEARING SERVICES, LLC (DOYLESTOWN PA)
PA
06/01/2009 - 09/14/2009
MORGAN STANLEY SMITH BARNEY (WEST CONSHOHOCKEN PA)
PA
09/28/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WEST CONSHOHOCKEN PA)
NY
12/07/1985 - 10/08/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NA
07/23/1985 - 11/26/1985
FIRST JERSEY SECURITIES, INC.
BC
Issued 08/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1989
Series 3 - National Commodity Futures Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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