Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Alderman is an active investment advisor representative, registered with the state of Maine and New York. Robert has been working in the investment industry since 1992. He is currently affiliated with Voya Investment Management Co. LLC, located in Chester, New Jersey and New York City, New York. Previously, Robert has held positions at GBI CAPITAL, INC., CREDIT SUISSE SECURITIES (USA) LLC, ADVISORS ASSET MANAGEMENT, INC., MANAGED ACCOUNT SERVICES, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and FAM DISTRIBUTORS, INC. Robert is a well-rounded professional with diverse industry experience and holds multiple registrations including: Series 3, Series 7, Series 24, Series 63, and Series 65.
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.
1
2
NJ
04/21/2021 - Present
Voya Investment Management Co. LLC (Chester NJ)
NY
12/12/2014 - 09/19/2016
GBI CAPITAL, INC. (NEW YORK NY)
NY
05/09/2011 - 02/26/2013
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NJ
07/20/2009 - 05/12/2011
ADVISORS ASSET MANAGEMENT, INC. (PRINCETON NJ)
NJ
04/01/2008 - 07/14/2009
MANAGED ACCOUNT SERVICES, LLC (PRINCETON NJ)
NY
01/23/2003 - 07/31/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/23/2001 - 02/27/2003
FAM DISTRIBUTORS, INC. (NEW YORK NY)
NY
02/07/2000 - 03/07/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
04/12/1999 - 10/01/1999
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
05/16/1997 - 12/11/1998
J.C. BRADFORD & CO. (NEW YORK NY)
NY
03/22/1988 - 05/01/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/08/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2010
Series 3 - National Commodity Futures Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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