Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Rosenbloom is a financial advisor with Benjamin F. Edwards & Company, Inc. based in Portland, OR. Robert has over 50 years of experience in the financial services industry. Robert is a registered principal and holds Series 4, 7, 9, 10, 12, 24, and 63 licenses. Robert offers a variety of financial services including financial planning, pension consulting, and portfolio management. Robert is a specialist in providing financial services to individuals, businesses, corporations, investment companies, and charitable organizations.
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
OR
08/22/2014 - Present
Benjamin F. Edwards & Company, Inc. (Portland OR)
OR
01/01/2008 - 08/25/2014
WELLS FARGO ADVISORS, LLC (PORTLAND OR)
OR
06/30/1983 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PORTLAND OR)
NA
01/24/1979 - 07/01/1983
HAMMERBECK AND COMPANY, INC.
NA
01/10/1974 - 02/28/1979
E. F. HUTTON & COMPANY INC
NA
10/05/1973 - 03/15/1974
ROBERTS, SCOTT & CO., INC.
NA
09/28/1971 - 03/01/1974
FIRST CALIFORNIA COMPANY, INCORPORATED
BC
Issued 07/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/16/1983
Series 12 - NYSE Branch Manager Examination
BC
Issued 04/20/1983
Series 4 - Registered Options Principal Examination
BC
Issued 10/12/1981
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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