Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Carlson is a financial advisor with Janney Montgomery Scott LLC, a firm with offices in Philadelphia, PA, and Danvers, MA. Robert is registered with the state of Massachusetts as both a Broker-Dealer and Investment Advisor. He has over 50 years of experience in the financial services industry, and is a registered principal and a general securities representative. He is also licensed to sell securities in 14 states, including Florida, New York, Pennsylvania, and California. Robert offers a variety of financial services including portfolio management, financial planning, pension consulting, educational seminars, and selection of other advisers.
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
MA
09/05/2008 - Present
Janney Montgomery Scott LLC (DANVERS MA)
CT
02/11/2002 - 11/22/2005
ADVEST, INC. (HARTFORD CT)
MA
06/03/1991 - 03/07/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NJ
01/31/1980 - 06/07/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
06/07/1979 - 12/23/1981
DAIN, BOSWORTH INCORPORATED
NA
02/07/1974 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
NA
05/14/1973 - 04/13/1974
DUPONT WALSTON, INCORPORATED
NA
07/28/1966 - 08/12/1972
NEWTON INVESTMENT CORP.
IA
Issued 09/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/21/1985
Series 24 - General Securities Principal Examination
BC
Issued 08/13/1982
Series 4 - Registered Options Principal Examination
BC
Issued 09/22/1979
Series 12 - NYSE Branch Manager Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 11/11/1982
Series 15 - Foreign Currency Options Examination
BC
Issued 07/26/1966
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Robert Carlson is the right advisor for you? Invested Better is here to help.
