Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert John Sechan is an active Registered Representative and Investment Advisor Representative with New Edge Wealth, a firm based in Stamford, Connecticut. Robert has been in the industry since September 1995. Robert has also previously worked at UBS Financial Services Inc., Lehman Brothers Inc., and Morgan Stanley & Co., Incorporated. Robert is registered in 34 states for securities, and 3 states for investment advisory services. Robert's firm specializes in providing financial services to high-net-worth individuals, and manages assets for a variety of client types, including individuals, corporations, insurance companies, pension plans, 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CT
12/11/2020 - Present
NEW Edge Wealth (DARIEN CT)
NY
09/19/2008 - 12/22/2020
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
09/19/2003 - 10/02/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
12/13/1996 - 09/22/2003
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
PA
03/17/1993 - 06/02/1994
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
IA
Issued 10/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1996
Series 3 - National Commodity Futures Examination
BC
Issued 09/30/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/03/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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