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Robert S
Series 66, Series 63
New Haven, CT
Edward Jones
Robert Sorensen is a financial advisor at Edward Jones in New Haven, CT, holding Series 66 and Series 63 licenses with 13 years of industry experience. His prior roles include long-term positions at Primerica Advisors and Primerica Financial Services as well as experience with Tage Wright State Farm and Transform/Sears. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a variety of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.
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