Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bennett is a financial advisor with Edward Jones, a firm with more than 20,000 employees. Robert has been in the financial services industry since 1990. Robert has a Series 7, Series 63 and Series 66 licenses. Robert has also earned the Chartered Financial Consultant designation. Robert has experience working with various clients including individuals, corporations, trusts, estates, retirement plans, and charitable organizations. Robert is a highly experienced advisor.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
PA
01/28/2021 - Present
Edward Jones (SOUTHAMPTON PA)
PA
11/10/2010 - 06/18/2012
STATE FARM VP MANAGEMENT CORP. (CONCORDVILLE PA)
NY
03/15/2010 - 10/19/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/13/2007 - 07/07/2009
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
CO
01/18/2006 - 07/10/2007
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CA
10/15/2004 - 08/30/2005
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
OH
10/18/2002 - 10/04/2004
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
MN
05/09/2002 - 10/17/2002
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
CT
03/01/2001 - 11/16/2001
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
MO
10/01/2000 - 02/14/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
07/13/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
RI
12/01/1998 - 04/15/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NJ
01/12/1998 - 11/23/1998
ADP BROKER-DEALER, INC. (ROSELAND NJ)
PA
11/26/1997 - 01/02/1998
KEYSTONE BROKERAGE, INC. (WILLIAMSPORT PA)
PA
08/26/1997 - 11/12/1997
JANNEY MONTGOMERY SCOTT INC. (PHILADELPHIA PA)
NY
09/06/1996 - 08/14/1997
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
MA
12/03/1994 - 07/23/1996
PNMR SECURITIES, INC. (BOSTON MA)
PA
02/08/1994 - 10/24/1994
INVESTNET CORPORATION (PITTSBURGH PA)
TX
04/05/1991 - 02/11/1994
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
11/14/1990 - 02/05/1991
J. W. GANT & ASSOCIATES, INC.
NA
05/27/1988 - 05/29/1990
J. W. GANT & ASSOCIATES, INC.
NA
03/15/1988 - 06/02/1988
INTEGRATED RESOURCES EQUITY CORPORATION
NA
12/22/1987 - 05/21/1988
GREENTREE SECURITIES CORP.
BOTH
Issued 01/18/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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