Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Eldridge is a financial advisor with Consolidated Portfolio Review Corp. Robert is a seasoned professional with over 30 years of experience in the industry. Robert has a strong track record of success in providing financial advice to individuals, families, and businesses. Robert is committed to providing personalized financial advice that meets the unique needs of each client.
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.
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.
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2
NY
01/10/2025 - Present
Consolidated Portfolio Review Corp. (WOODBURY NY)
CO
07/28/2017 - 02/04/2022
WELLS FARGO CLEARING SERVICES, LLC (BOULDER CO)
CO
01/17/2014 - 07/31/2017
MORGAN STANLEY (DENVER CO)
CO
01/20/2010 - 01/13/2014
GVC CAPITAL LLC (GREENWOOD VILLAGE CO)
CO
01/22/2003 - 01/20/2010
SPENCER EDWARDS, INC. (ENGLEWOOD CO)
NY
04/05/2002 - 02/11/2003
SANDS BROTHERS & CO., LTD. (NEW YORK NY)
CO
11/21/1995 - 03/26/2002
GLOBAL CAPITAL SECURITIES CORPORATION (ENGLEWOOD CO)
NY
12/13/1993 - 11/27/1995
FOSTER JEFFRIES CO., INC. (WESTBURY NY)
IA
Issued 06/04/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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