Robert Elwell

Robert Elwell Email and Phone Number

Financial Advisor at Citadel Credit Union @ Citadel Credit Union
Robert Elwell's Location
Greater Philadelphia, United States, United States
Robert Elwell's Contact Details

Robert Elwell work email

Robert Elwell personal email

n/a
About Robert Elwell

I am a Financial Advisor who assists individuals, families, and small business owners in navigating the accumulation, preservation, and distribution phases of their lives. By taking a planning-oriented, goals-based approach to my clients' financial well being, I am able to deliver strategies and plans that not only help my clients succeed in life, but also provide a measure of confidence in their financial future as well.FINRA Series 7 & 66 LicensedPA Life, Accident, and Health Insurance Licensed: #840091Registered Representative and Investment Advisor Representative in PA

Robert Elwell's Current Company Details
Citadel Credit Union

Citadel Credit Union

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Financial Advisor at Citadel Credit Union
Robert Elwell Work Experience Details
  • Citadel Credit Union
    Senior Financial Advisor, Cuso Financial Services, L.P.
    Citadel Credit Union Nov 2020 - Present
    Exton, Pa, Us
    View
  • Citizens Investment Services
    Financial Advisor
    Citizens Investment Services Oct 2018 - Nov 2020
    Us
    View
  • Axa Advisors, Llc
    Financial Consultant
    Axa Advisors, Llc May 2018 - Sep 2018
    New York, Ny, Us
    View

Robert Elwell Skills

Insurance Needs Analysis Tax Efficient Investing Strategies Estate Planning Strategies Financial Planning Asset Allocation Strategies

Robert Elwell Education Details

  • Penn State University
    Penn State University
    Economics
  • Boston University
    Boston University
    Financial Planning
  • Father Judge High School
    Father Judge High School
    General

Frequently Asked Questions about Robert Elwell

What company does Robert Elwell work for?

Robert Elwell works for Citadel Credit Union

What is Robert Elwell's role at the current company?

Robert Elwell's current role is Financial Advisor at Citadel Credit Union.

What is Robert Elwell's email address?

Robert Elwell's email address is ro****@****ing.com

What schools did Robert Elwell attend?

Robert Elwell attended Penn State University, Boston University, Father Judge High School.

What skills is Robert Elwell known for?

Robert Elwell has skills like Insurance Needs Analysis, Tax Efficient Investing Strategies, Estate Planning Strategies, Financial Planning, Asset Allocation Strategies.

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