Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Jeffery Edwards is a financial advisor registered with LPL Financial LLC in Tucson, Arizona. Robert has been in the financial services industry since 2002 and holds a Series 6, 7, 26, 63, and 65. He has also obtained the SIE exam. Robert has experience working with PLANMEMBER SECURITIES CORPORATION and New England Securities. In addition to his current role with LPL Financial LLC, Robert is also affiliated with Next Step Wealth Strategies and One2One Wealth Strategies.
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.
Consulting and other non-discretionary advisory services
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.
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2
AZ
04/05/2023 - Present
LPL Financial LLC (TUCSON AZ)
AZ
09/14/2012 - 05/03/2023
PLANMEMBER SECURITIES CORPORATION (Tucson AZ)
AZ
09/22/2009 - 09/07/2012
NEW ENGLAND SECURITIES (TUCSON AZ)
AZ
06/11/2002 - 01/15/2009
FARMERS FINANCIAL SOLUTIONS, LLC (TUCSON AZ)
IA
Issued 03/13/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/10/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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