Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kirkwood Eberly is a financial advisor with over 40 years of experience in the industry. Robert currently works with Janney Montgomery Scott LLC and has been with them since 2009. Before that, Robert worked with Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. Robert specializes in providing financial planning and investment advisory services to individuals, businesses, corporations, trusts, pension and profit sharing plans, charitable organizations, and high-net-worth individuals. Robert has earned Series 7 and Series 63 licenses, and the SIE exam.
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.
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.
Fee plus commission
1
2
PA
02/26/2021 - Present
Janney Montgomery Scott LLC (BRYN MAWR PA)
PA
02/21/2006 - 04/27/2009
CITIGROUP GLOBAL MARKETS INC. (BRYN MAWR PA)
MD
02/29/1988 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
07/20/1981 - 03/03/1988
HOPPER SOLIDAY & CO., INC.
BC
Issued 08/24/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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