Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Edwards is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Robert has been in the financial services industry since 1984 and has held previous positions with WELLS FARGO CLEARING SERVICES, LLC, PRUDENTIAL SECURITIES INCORPORATED, FIFTH THIRD/THE OHIO COMPANY and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Robert is registered to provide investment advisory services in Florida and Texas and securities services in 52 states. Robert's office is located in Naples, Florida.
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.
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.
Investment consulting services to institutional clients
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
11/16/2018 - Present
Wells Fargo Advisors Financial Network, LLC (NAPLES FL)
FL
07/01/2003 - 11/16/2018
WELLS FARGO CLEARING SERVICES, LLC (NAPLES FL)
NY
09/10/1998 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
OH
02/11/1993 - 08/25/1998
FIFTH THIRD/THE OHIO COMPANY (CINCINNATI OH)
NY
09/26/1986 - 02/03/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
03/02/1984 - 10/13/1986
PRUDENTIAL-BACHE SECURITIES INC.
NA
01/01/1984 - 02/21/1984
E.V.I. GROUP LIMITED, INC.
IA
Issued 10/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/15/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Edwards is the right advisor for you? Invested Better is here to help.
