Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Vedder is a financial advisor with Integrated Wealth Concepts LLC based in Tallahassee, Florida. Robert has over 25 years of experience in the financial services industry. Robert provides financial planning, portfolio management, and selection of other advisors to individuals and businesses. He also offers pension consulting. Robert is a Certified Financial Planner™ professional. Robert is registered with the state of Florida, Louisiana and Texas. Robert has previously been employed by Purshe Kaplan Sterling Investments and Northwestern Mutual Investment Services, LLC.
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.
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
FL
01/28/2021 - Present
Integrated Wealth Concepts LLC (Tallahassee FL)
FL
01/25/2021 - 11/01/2023
PURSHE KAPLAN STERLING INVESTMENTS (Tallahassee FL)
FL
03/18/1996 - 02/12/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TALLAHASSEE FL)
WI
03/18/1996 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 01/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/15/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Robert Vedder is the right advisor for you? Invested Better is here to help.
