Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Elwood is a financial advisor with over 28 years of experience in the industry. Robert is currently registered with Osaic Wealth, Inc. and has previously worked with TRIAD ADVISORS LLC, PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC, and PRINCIPAL SECURITIES, INC. He holds licenses in Series 6, 7, 24 and 63. Robert is based in Cleveland, OH and specializes in financial planning, portfolio management for individuals and businesses, pension consulting, selection of other advisors, 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.
1
2
OH
08/23/2024 - Present
Osaic Wealth, Inc. (Cleveland OH)
OH
07/29/2022 - 08/23/2024
TRIAD ADVISORS LLC (Cleveland OH)
NJ
11/04/2020 - 04/01/2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
OH
02/09/1994 - 03/17/2020
PRINCIPAL SECURITIES, INC. (CLEVELAND OH)
BC
Issued 04/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/08/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Elwood is the right advisor for you? Invested Better is here to help.
