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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 Edmunds is a financial advisor with Wells Fargo Advisors Financial Network, LLC, with over 18 years of experience in the financial services industry. Robert is a CERTIFIED FINANCIAL PLANNER™ professional and has a strong background in providing investment consulting services to institutional clients as well as financial planning for individuals and businesses. Robert has held previous positions at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Robert's previous experience at these firms has provided the experience needed to provide investment advice to individuals, businesses and institutions.
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.
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2
MA
11/04/2016 - Present
Wells Fargo Advisors Financial Network, LLC (NEEDHAM MA)
MA
09/30/2011 - 10/24/2016
UBS FINANCIAL SERVICES INC. (WELLESLEY MA)
MA
12/13/2005 - 10/03/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BURLINGTON MA)
NY
07/14/2004 - 07/07/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 06/06/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 07/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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