Robert H. Edelman
Professional summary
Robert H Edelman is a registered financial professional currently at EDELMAN & CO., LTD. located in Bayside, Wisconsin.
Robert is registered as a RR (Registered Representative) and started their career in finance in 1988. Robert has worked at 3 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 14 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Robert H Edelman's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 28, 1995 - Present
EDELMAN & CO., LTD.
Office #3: 627 East Bay Point Road, Bayside, WI 53217September 4, 1990 - December 6, 1994
WELLS FARGO CLEARING SERVICES, LLC
March 22, 1988 - September 4, 1990
BLUNT ELLIS & LOEWI INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/18/2023)
(1/1/1998)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
EDELMAN & CO., LTD.
CRD#: 38840 / SEC#: , 8-48431
Contact information
FINRA licenses (2 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| EDELMAN, ROBERT H | PRESIDENT AND CHIEF COMPLIANCE OFFICER | 1552554 |
Red Flags
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