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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 Philip Edmiston is a financial advisor with PNC Capital Advisors LLC. Robert has been in the financial services industry since 2004 and has a broad range of experience in investment advisory services. Robert holds a Series 65 license, which qualifies him to provide investment advice in Pennsylvania. He also holds a Series 7 license, which allows him to trade securities for clients, and a Series 3 license, which allows him to trade commodity futures. He is also registered in Delaware and New Jersey as a securities agent. Robert is a member of the board for a continuing care community in Newton Square, PA. Robert has experience working with individual clients, businesses, pooled investment vehicles, charitable organizations, corporations, state or municipal government entities and insurance companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Proprietary investment analysis services
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
PA
02/22/2016 - Present
PNC Capital Advisors LLC (Philadelphia PA)
PA
03/18/2016 - 12/31/2019
PNC FUNDS DISTRIBUTOR, LLC (PHILADELPHIA PA)
PA
02/23/2005 - 08/04/2009
VANGUARD MARKETING CORPORATION (MALVERN PA)
NY
11/10/2004 - 02/10/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 04/29/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/22/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/21/2012
Series 3 - National Commodity Futures Examination
BC
Issued 11/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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