Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Biddinger is an investment advisor representative registered with First Trust Advisors LP. Robert has been in the financial services industry since January 17, 2002. Robert is also a registered investment advisor representative with First Trust Portfolios LP. Prior to joining First Trust Advisors LP, Robert was employed by J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. in San Francisco, CA, Sanford C. Bernstein & Co., LLC in New York, NY and First Trust Portfolios LP in Wheaton, IL. Robert has passed the following exams: Uniform Securities Agent State Law Examination, General Securities Principal Examination, Securities Industry Essentials Examination, and General Securities Representative Examination. Robert is a Certified Financial Planner. Robert's specializations include investment advisory services for individuals, families, trusts, estates, pension and profit-sharing plans, corporations, and other 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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fixed fees per unit (uits) for portfolio supervisory services
1
2
CA
01/08/2016 - Present
First Trust Advisors LP (LAGUNA BEACH CA)
CA
02/17/2011 - 07/06/2015
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (SAN FRANCISCO CA)
IL
04/06/2005 - 10/06/2010
FIRST TRUST PORTFOLIOS L.P. (WHEATON IL)
NY
03/07/2001 - 10/04/2004
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
BC
Issued 03/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Biddinger is the right advisor for you? Invested Better is here to help.
