Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Charles Endicott is a financial professional with over 25 years of experience in the financial services industry. Robert is currently registered with Cetera Investment Advisers LLC and is licensed in 43 states and Washington D.C. Robert has previously worked with Investors Capital Corp and PFS Investments Inc, and holds various industry licenses and certifications. Robert is a financial advisor dedicated to providing financial planning and investment advice to individuals, corporations and retirement 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.
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.
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
MA
03/21/2024 - Present
Cetera Investment Advisers LLC (DANVERS MA)
MA
01/04/2005 - 10/03/2016
INVESTORS CAPITAL CORP. (DANVERS MA)
GA
10/27/1998 - 01/05/2005
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 09/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2006
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/26/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Endicott is the right advisor for you? Invested Better is here to help.
