Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Sidell is a financial advisor who has been in the industry since 1975. He is currently registered with LPL Financial LLC and has held previous registrations with WADDELL & REED, RBC CAPITAL MARKETS, LLC, FERRIS, BAKER WATTS, LLC, RBC DAIN RAUSCHER INC., TUCKER ANTHONY INCORPORATED, PRUDENTIAL SECURITIES INCORPORATED, INA SECURITY CORPORATION, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
1
2
MD
07/21/2021 - Present
LPL Financial LLC (BERLIN MD)
MD
08/12/2011 - 07/21/2021
WADDELL & REED (BERLIN MD)
DE
03/13/2009 - 08/18/2011
RBC CAPITAL MARKETS, LLC (WILMINGTON DE)
DE
03/24/2005 - 03/13/2009
FERRIS, BAKER WATTS, LLC (WILMINGTON DE)
NY
03/09/2002 - 03/31/2005
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
10/23/1998 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NY
08/06/1984 - 11/02/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
06/17/1975 - 10/27/1987
INA SECURITY CORPORATION
NA
09/23/1980 - 08/03/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 05/14/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/29/1992
Series 4 - Registered Options Principal Examination
BC
Issued 07/02/1992
Series 24 - General Securities Principal Examination
BC
Issued 05/14/1992
Series 27 - Financial and Operations Principal Examination
BC
Issued 02/26/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/1991
Series 3 - National Commodity Futures Examination
BC
Issued 12/04/1987
Series 15 - Foreign Currency Options Examination
BC
Issued 11/03/1987
Series 5 - Interest Rate Options Examination
BC
Issued 10/18/1980
Series 7 - General Securities Representative Examination
BC
Issued 06/11/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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