Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Mendelson has been working in the financial services industry since 1982. Robert is a Registered Representative with Benjamin F. Edwards & Company, Inc., where Robert has been employed since December 2024. Previously, Robert was with Ameriprise Financial Services, Inc., and A. G. Edwards & Sons, Inc. Robert is a Certified Financial Planner and has a Series 63, Series 9, Series 10, Series 8, SIE, Series 3, Series 7 and Series 1 licenses. Robert is registered with the states of Alabama, Arizona, Florida, Louisiana, Maryland, Mississippi, South Carolina, Texas.
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.
1
2
MO
12/12/2024 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
LA
11/09/2007 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (LAKE CHARLES LA)
LA
02/26/1982 - 11/14/2007
A. G. EDWARDS & SONS, INC. (LAKE CHARLES LA)
BC
Issued 01/18/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/03/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1984
Series 3 - National Commodity Futures Examination
BC
Issued 02/20/1982
Series 7 - General Securities Representative Examination
BC
Issued 04/12/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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