Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Edler is a financial advisor with Private Client Services, LLC. Robert has been in the industry since 2012 and is registered to provide securities advice in Kansas and Kentucky. Robert holds the Series 6, Series 24, and Series 63 licenses and has passed the SIE exam. He has worked for LPL Financial LLC, Cetera Advisors LLC, Kemper Distributors, Inc., and Kemper Financial Services, Inc. Robert specializes in providing financial planning, portfolio management, and educational seminars to individuals, families, and businesses.
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.
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.
1
2
KY
08/09/2021 - Present
Private Client Services, LLC (LOUISVILLE KY)
SC
11/18/2014 - 08/26/2021
LPL FINANCIAL LLC (FORT MILL SC)
KS
05/02/2014 - 10/09/2014
CETERA ADVISORS LLC (OVERLAND PARK KS)
IL
02/01/1995 - 08/23/1995
KEMPER DISTRIBUTORS, INC. (CHICAGO IL)
NA
12/13/1993 - 02/01/1995
KEMPER FINANCIAL SERVICES, INC.
BC
Issued 10/13/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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