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 advisor with over 25 years of experience in the industry. He has a strong track record of success in providing financial advice and investment management services to individuals, families, and businesses. Robert is currently registered with Cetera Investment Advisers LLC and has previously held positions at Investors Capital Corp. and PFS Investments Inc. Robert holds a variety of licenses and certifications, including Series 6, 62, 63, and 65. He is committed to providing his clients with personalized financial advice and investment strategies to help them achieve their financial goals.
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.
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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 9/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/5/2006
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
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