Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert M. Edelson is a financial advisor with over 17 years of experience in the industry. Robert has a Series 7, 63, and 65 license and is currently registered with Cetera Investment Advisers LLC. Robert has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Bank of America Investment Services, Inc. Robert is also an insurance agent and works with clients on fixed insurance products, life insurance, annuities, and long-term care. Robert specializes in providing financial advice to individuals, high net worth individuals, corporations, and charitable organizations.
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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2
NJ
06/29/2023 - Present
Cetera Investment Advisers LLC (HILLSBOROUGH NJ)
NJ
10/23/2009 - 04/05/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PRINCETON NJ)
NJ
07/13/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PRINCETON NJ)
BC
Issued 07/24/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/02/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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