Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lancaster is a financial advisor with Fidelity Personal And Workplace Advisors. Robert has been in the industry since 1989 and has extensive experience in the financial services sector. Robert is registered with FINRA and is a Series 65 Registered Investment Advisor. Robert is also 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.
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.
1
2
NJ
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (MARLTON NJ)
NJ
03/21/2005 - 10/19/2006
TD AMERITRADE, INC. (MARLTON NJ)
TX
03/23/1992 - 03/18/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
PA
09/26/1991 - 02/26/1992
VANGUARD MARKETING CORPORATION (MALVERN PA)
NC
02/02/1989 - 07/23/1991
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NA
08/25/1988 - 12/19/1988
HIBBARD BROWN & CO., INC.
IA
Issued 04/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/03/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Robert Lancaster is the right advisor for you? Invested Better is here to help.
