Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert William Eddy is an Investment Advisor Representative with Silverlake Wealth Management LLC, and is a Registered Representative with Purshe Kaplan Sterling Investments, Inc. Robert has been in the securities industry since September 10, 1973. Robert William Eddy specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Robert also offers selection of other advisors and portfolio management for businesses.
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.
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2
VT
01/01/2025 - Present
Silverlake Wealth Management LLC (WILLISTON VT)
VT
12/06/2012 - 04/16/2020
LPL FINANCIAL LLC (WILLISTON VT)
VT
04/05/2002 - 12/07/2012
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WILLISTON VT)
NY
02/24/1978 - 04/08/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NA
06/24/1976 - 02/24/1978
DEAN WITTER & CO. INCORPORATED
NA
07/08/1974 - 08/06/1976
THOMSON MCKINNON SECURITIES INC.
NA
09/11/1973 - 08/19/1975
W E HUTTON
IA
Issued 05/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1979
PC - AMEX Put and Call Exam
BC
Issued 09/06/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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