Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robb? Claim Your ProfileRobb Salter Burris is a financial advisor with over 25 years of experience in the industry. Robb is currently registered with Wells Fargo Clearing Services, LLC, and has been with the firm since January 2011. Previously, Robb was employed by Wells Fargo Investments, LLC, Compass Brokerage, Inc., Dean Witter Reynolds Inc., and FFP Securities, Inc. Robb holds the Series 6, 7, 31, 63, 65, and 66 licenses. Robb specializes in providing financial advice to individuals and businesses, and has a strong track record of helping clients achieve their financial goals. Robb's work with Wells Fargo Clearing Services, LLC is limited to offering investment advice and is not a fiduciary relationship.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
10/04/2016 - Present
Wells Fargo Clearing Services, LLC (SCOTTSDALE AZ)
AZ
12/07/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SCOTTSDALE AZ)
AZ
06/28/2000 - 12/11/2007
COMPASS BROKERAGE, INC. (PHOENIX AZ)
NY
06/12/1997 - 07/19/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MO
08/16/1996 - 06/16/1997
FFP SECURITIES, INC. (CHESTERFIELD MO)
BOTH
Issued 03/10/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/26/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 02/07/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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