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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Joseph Palmer is a financial advisor with Newedge Advisors. Robert has been in the financial services industry since 2019 and has worked for several firms, including Hefren-Tillotson, Inc., LPL Financial LLC, and SagePoint Financial, Inc.. Robert is registered with the state of Pennsylvania to provide investment advice. He holds the Series 7TO, Series 66, and SIE licenses. Robert has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. He provides financial planning, portfolio management, and selection of other advisors services.
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.
1
2
PA
02/13/2023 - Present
Newedge Advisors (Pittsburgh PA)
PA
07/30/2021 - 03/16/2022
HEFREN-TILLOTSON, INC. (PITTSBURGH PA)
PA
12/07/2020 - 10/05/2021
LPL FINANCIAL LLC (PITTSBURGH PA)
PA
07/29/2019 - 12/14/2020
SAGEPOINT FINANCIAL, INC. (PITTSBURGH PA)
BOTH
Issued 01/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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