Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Tweeddale is a financial advisor with over 17 years of experience in the financial services industry. Robert currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. Previously, Robert worked at a variety of firms, including Cetera Financial Specialists LLC, Securian Financial Services, Inc., Barclays Capital Inc., Cantor Fitzgerald & Co., RBC Capital Markets Corporation, Goldman Sachs Execution & Clearing, L.P., and Goldman, Sachs & Co. Robert holds FINRA Series 3, 7, 55, 63, 65 and SIE licenses and is registered in 24 states.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
07/27/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (STUART FL)
FL
11/11/2013 - 07/28/2015
CETERA FINANCIAL SPECIALISTS LLC (PALM CITY FL)
FL
07/12/2013 - 10/31/2013
SECURIAN FINANCIAL SERVICES, INC. (PALM BEACH GARDENS FL)
NY
08/03/2011 - 01/15/2013
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
04/22/2010 - 01/28/2011
CANTOR FITZGERALD & CO. (NEW YORK NY)
NY
02/17/2009 - 04/30/2010
RBC CAPITAL MARKETS CORPORATION (NEW YORK NY)
NY
10/17/2007 - 12/31/2008
GOLDMAN SACHS EXECUTION & CLEARING, L.P. (NEW YORK NY)
NY
09/09/2004 - 11/13/2007
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 6/15/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/4/2009
Series 3 - National Commodity Futures Examination
BC
Issued 4/11/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/7/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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