Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Michael Elwell is a financial advisor who has been in the industry for over 6 years. He is currently registered with Cetera Investment Advisers LLC as a registered representative and an investment advisor representative. Robert has previously worked at Citizens Securities, Inc. and AXA Advisors, LLC. His previous roles have provided him with experience in financial planning, portfolio management, and other advisory services. He is licensed to provide financial advice in Pennsylvania, California, Delaware, Florida, New Jersey, and Texas. Robert holds the Series 66, SIE, and Series 7 licenses. He has a strong track record of providing personalized financial advice to individual and institutional clients. Robert is passionate about helping his clients achieve their financial goals.
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
PA
12/13/2024 - Present
Cetera Investment Advisers LLC (SPRINGFIELD PA)
PA
09/26/2018 - 11/23/2020
CITIZENS SECURITIES, INC. (HORSHAM PA)
PA
04/10/2018 - 09/13/2018
AXA ADVISORS, LLC (BALA CYNWYD PA)
BOTH
Issued 05/10/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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