Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Reedy has been in the industry since September 2007. Robert is currently registered with Capital Synergy Partners and CPS Financial & Insurance Services, Inc. in the state of California. Robert specializes in financial planning, portfolio management for individuals and selection of other advisors. Robert's primary office is located at 2860 Michelle Drive, Suite 150 in Irvine, CA.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Csp receives third party referral, selection & monitoring fees
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2
CA
07/08/2020 - Present
Capital Synergy Partners (IRVINE CA)
BC
Issued 03/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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