Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Zaidman is a financial advisor registered with LPL Financial LLC in DELRAY BEACH, FL. Robert is a registered investment advisor in Florida and Pennsylvania. Robert has 12 years of experience in the financial services industry. Prior to joining LPL Financial LLC, Robert was employed by JANNEY MONTGOMERY SCOTT LLC and MORGAN STANLEY. Robert offers advisory services including financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
09/06/2019 - Present
LPL Financial LLC (DELRAY BEACH FL)
PA
06/02/2016 - 09/11/2019
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
PA
03/21/2013 - 06/24/2016
MORGAN STANLEY (PHILADELPHIA PA)
PA
04/02/2012 - 02/21/2013
HORNOR, TOWNSEND & KENT, INC. (CONSHOHOCKEN PA)
IA
Issued 04/24/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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