Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert Martin Pedersen

Chelsea Financial Services

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Robert? Claim Your Profile

About Robert Martin Pedersen

Robert Martin Pedersen is a financial professional with over 35 years of experience in the industry. He has worked with a variety of firms, including Lincoln Financial Securities Corporation, Mutual of Omaha Investor Services, Inc., and Ameritas Investment Company, LLC, among others. His current employment is with Chelsea Financial Services, a firm he joined on May 22, 2024. Robert Pedersen is licensed to sell securities in California.

Firm Information

Robert Pedersen is currently registered with Chelsea Financial Services. Chelsea Financial Services is a corporation formed on May 5, 1999. The firm is registered in all 50 states and the District of Columbia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

39

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Robert Pedersen’s Registration & Firm History

NY

05/22/2024 - Present

Chelsea Financial Services (STATEN ISLAND NY)

CA

12/16/2020 - 05/13/2024

LINCOLN FINANCIAL SECURITIES CORPORATION (RIO VISTA CA)

CA

10/28/2020 - 12/18/2020

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (Rio Vista CA)

CA

03/20/2019 - 11/24/2020

AMERITAS INVESTMENT COMPANY, LLC (SAN RAMON CA)

CA

10/04/2016 - 03/26/2019

LIFEMARK SECURITIES CORP. (Rio Vista CA)

CA

03/05/2014 - 10/10/2016

PRINCIPAL SECURITIES, INC. (RIO VISTA CA)

CA

01/03/2011 - 01/27/2014

THE O.N. EQUITY SALES COMPANY (RIA VISTA CA)

CA

09/08/2009 - 12/31/2010

LPL FINANCIAL CORPORATION (RIO VISTA CA)

CA

12/02/2008 - 09/08/2009

ASSOCIATED SECURITIES CORP. (RIO VISTA CA)

CA

12/08/2004 - 12/01/2008

MML INVESTORS SERVICES, INC. (ANITOCH CA)

OH

05/23/2001 - 12/09/2004

CARILLON INVESTMENTS, INC. (CINCINNATI OH)

DE

09/14/1999 - 05/10/2001

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

MN

03/20/1995 - 09/03/1999

ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)

NJ

07/13/1987 - 01/28/1994

PRUCO SECURITIES CORPORATION (NEWARK NJ)

Not sure if Robert Martin Pedersen is right for you?

Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/10/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Robert Martin Pedersen. Review regulatory record here.
Not sure if Robert Martin Pedersen is right for you?