Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Creedle is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with Fidelity Personal And Workplace Advisors and has been registered with the firm since 2022. Previously, Robert worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, VALIC Financial Advisors, Inc., Wells Fargo Advisors, LLC, Waddell & Reed, Inc., and Foresters Equity Services, Inc. Robert holds the Series 6, 7, 63 and 66 licenses and the SIE certification. Robert's areas of expertise include portfolio management for individuals and businesses, financial planning and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NC
04/25/2022 - Present
Fidelity Personal AND Workplace Advisors (DURHAM NC)
NC
09/20/2016 - 03/28/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHAPEL HILL NC)
NC
07/26/2011 - 09/14/2016
VALIC FINANCIAL ADVISORS, INC. (DURHAM NC)
NC
10/04/2004 - 07/27/2011
WELLS FARGO ADVISORS, LLC (CHAPEL HILL NC)
KS
04/09/2003 - 05/03/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
CA
10/24/2001 - 02/14/2003
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
MI
10/24/2000 - 07/20/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BOTH
Issued 04/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/15/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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