Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Sorensen is a financial advisor with Edward Jones, a firm with a long history of providing financial advice to individuals and families. Robert has been in the financial services industry since 2001, and has a broad range of experience in helping clients reach their financial goals. Robert is licensed to provide investment advice in Connecticut, Texas, and other states. Robert has also obtained the Series 6, 7, 26, 63, and 66 licenses. In addition to his investment expertise, Robert is also committed to providing exceptional customer service. Robert is dedicated to helping clients understand their financial options and make informed decisions about their future.
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.
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.
See schedule d - miscellaneous
1
2
CT
09/18/2023 - Present
Edward Jones (New Haven CT)
UT
11/09/2001 - 12/31/2011
PFS INVESTMENTS INC. (BOUNTIFUL UT)
BOTH
Issued 07/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/23/2023
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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