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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Friedman is a financial advisor who has been in the industry since 1983. Robert is currently registered with Wells Fargo Advisors Financial Network, LLC, where Robert has been employed since October 2016. Prior to joining Wells Fargo, Robert worked at Wells Fargo Advisors, LLC. Robert has also worked at First Union Capital Markets Corp., Legg Mason Wood Walker, Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Patten Securities Corp. Robert is registered in 31 states as a broker and in 2 states as an investment advisor. Robert holds the Series 7, Series 5, Series 63, and Series 65 licenses. Robert's professional experience and qualifications make Robert a valuable asset to the financial services industry.
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.
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.
Investment consulting services to institutional clients
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.
1
2
PA
10/21/2016 - Present
Wells Fargo Advisors Financial Network, LLC (BERWYN PA)
PA
10/01/1999 - 10/21/2016
WELLS FARGO ADVISORS, LLC (BERWYN PA)
NC
06/17/1996 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
MD
04/15/1988 - 06/05/1996
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
05/25/1983 - 04/25/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
05/25/1983 - 08/26/1983
PATTEN SECURITIES CORP.
IA
Issued 01/07/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1983
Series 5 - Interest Rate Options Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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