Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Daddario is a financial advisor with Benjamin F. Edwards & Company, Inc. based in Morristown, NJ. Robert has been in the financial services industry since 1994 and has worked for several firms including Bear, Stearns & Co. Inc. and Prudential Securities Incorporated. Robert is a Series 7, Series 55, and Series 63 licensed representative. He is a strong advocate for financial planning and portfolio management for individuals and businesses. Robert offers a wide range of services including financial planning, portfolio management, and educational seminars.
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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2
NJ
12/11/2014 - Present
Benjamin F. Edwards & Company, Inc. (MORRISTOWN NJ)
NY
09/14/1996 - 10/12/2004
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
04/23/1992 - 09/06/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
12/21/1983 - 05/08/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 07/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1999
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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