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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robby? Claim Your ProfileRobby Engeldinger is a financial advisor at Wells Fargo Clearing Services, LLC. Robby has been in the financial industry since 2017 and has experience with both individual and institutional clients. Robby has worked at several firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANCWEST INVESTMENT SERVICES, INC., LPL FINANCIAL LLC, and Wells Fargo Clearing Services, LLC. Robby is registered with the state of California and holds Series 6, 7, 63, and 66 licenses, as well as the SIE.
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
CA
06/25/2024 - Present
Wells Fargo Clearing Services, LLC (PLEASANTON CA)
CA
07/19/2023 - 07/05/2024
LPL FINANCIAL LLC (PINOLE CA)
CA
05/21/2019 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (EL CERRITO CA)
CA
05/30/2018 - 05/21/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALNUT CREEK CA)
CA
02/10/2017 - 05/08/2018
WELLS FARGO CLEARING SERVICES, LLC (LIVERMOORE CA)
BOTH
Issued 08/09/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/10/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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