Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bradford Entwistle is a financial advisor with over 20 years of experience in the financial services industry. Robert has been registered with LPL Financial LLC since 2013. Prior to joining LPL Financial LLC, Robert was registered with Cantella & Co., Inc., J.P. Morgan Securities LLC, Sentinel Securities, Inc., Bear, Stearns & Co. Inc., and CitiStreet Equities LLC. Robert holds the Series 6, 7, 63, and 65 securities licenses, as well as the SIE exam. Robert is currently registered in Connecticut, Massachusetts, and Rhode Island. In addition to providing financial advice, Robert also offers insurance products through Dearborn National.
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.
Consulting and other non-discretionary advisory services
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
MA
07/08/2014 - Present
LPL Financial LLC (BOSTON MA)
MA
08/28/2013 - 11/29/2013
CANTELLA & CO., INC. (READING MA)
MA
09/22/2010 - 05/13/2013
J.P. MORGAN SECURITIES LLC (BOSTON MA)
MA
08/14/2006 - 09/14/2010
SENTINEL SECURITIES, INC. (WAKEFIELD MA)
NY
05/14/2004 - 09/01/2004
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NJ
02/19/1998 - 02/20/2003
CITISTREET EQUITIES LLC (SOMERSET NJ)
IA
Issued 10/17/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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