Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bobby? Claim Your ProfileBobby Needham is a financial advisor associated with Fidelity Personal And Workplace Advisors. Bobby has been working in the financial services industry for more than 10 years. Bobby Needham has been registered with the state of Texas since June 2020, and is also registered as an Investment Advisor Representative. Bobby is currently licensed as a registered representative in 20 states across the United States.
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.
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2
TX
06/15/2020 - Present
Fidelity Personal AND Workplace Advisors (FORT WORTH TX)
TX
01/17/2017 - 05/27/2020
TD AMERITRADE, INC. (Southlake TX)
TX
10/07/2011 - 01/20/2017
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 10/05/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/21/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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