Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Tendler is a financial advisor with over 35 years of experience in the financial services industry. Robert is registered with LPL Financial LLC in Texas and has previously worked with Wells Fargo Advisors Financial Network, LLC and Royal Alliance Associates, Inc. Robert has a broad range of experience including financial planning, portfolio management for businesses and individuals, and consulting services. Robert is a Certified Financial Planner.
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.
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2
CA
07/25/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
NJ
05/04/2016 - 07/29/2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MANASQUAN NJ)
NJ
09/30/2008 - 05/17/2016
LPL FINANCIAL LLC (MANASQUAN NJ)
NJ
06/21/1994 - 10/03/2008
ROYAL ALLIANCE ASSOCIATES, INC. (MANASQUAN NJ)
OH
07/26/1993 - 06/21/1994
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
AZ
11/19/1989 - 07/26/1993
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
11/19/1985 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
BOTH
Issued 08/13/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/21/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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