Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Tedoldi is a financial professional with over 30 years of experience in the industry. Robert has worked with both Investors Capital Corporation and Lincoln Financial Advisors Corporation in the past. Currently, Robert is registered with Osaic Wealth, Inc. Robert offers a range of services, including financial planning, portfolio management, and pension consulting, to individuals, businesses, and institutional clients.
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.
A percentage of the total value of assets under management is charged.
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CT
01/24/2025 - Present
Osaic Wealth, Inc. (EAST HARTFORD CT)
CT
02/01/2005 - 09/14/2016
INVESTORS CAPITAL CORP. (EAST HARTFORD CT)
IN
01/12/2004 - 02/01/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/12/2004 - 02/01/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
02/05/1999 - 12/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
MN
10/29/1990 - 02/05/1999
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
Issued 03/21/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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