Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Weldon is an active investment advisor representative registered with Eaton Vance Management. Robert Weldon has worked in the financial services industry since December 1995. Robert Weldon is registered with the state of Georgia as well as other states. Robert Weldon is registered with the firm Eaton Vance Management since September 2020. Robert Weldon is also registered with the state of Massachusetts. Robert Weldon has previously worked at Starwood Capital, LLC, Nuveen Securities, LLC, Lord Abbett Distributor LLC and Phoenix Equity Planning Corporation.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of portfolio income
1
2
GA
09/29/2020 - Present
Eaton Vance Management (Milton GA)
CT
06/06/2019 - 08/04/2020
STARWOOD CAPITAL, L.L.C. (GREENWICH CT)
IL
06/24/2015 - 06/10/2019
NUVEEN SECURITIES, LLC (CHICAGO IL)
NJ
11/10/1997 - 10/20/2014
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
CT
03/06/1995 - 10/16/1997
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
BOTH
Issued 06/05/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/03/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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