Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bobi? Claim Your ProfileBobi Renee Williams is an active investment advisor representative with USAA Investment Services Co., registered with the state of Texas. Bobi has been in the industry since July 3, 2005, and has worked for several firms throughout her career. She has Series 7, Series 31, and Series 66 registrations. Bobi is also registered with the state of Texas.
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.
Referrals
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.
Referral fees pursuant to a referral agreement
1
2
TX
01/08/2018 - Present
Usaa Investment Services Co. (PROSPER TX)
TX
04/07/2014 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
09/16/2011 - 03/25/2014
AMERIPRISE FINANCIAL SERVICES, INC. (PLANO TX)
TX
10/25/2010 - 10/13/2011
MORGAN STANLEY SMITH BARNEY (PLANO TX)
TX
06/01/2009 - 09/21/2010
MORGAN STANLEY SMITH BARNEY (PLANO TX)
TX
05/20/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PLANO TX)
BOTH
Issued 06/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 05/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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