Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Alan Wilber is a financial advisor with over 35 years of experience in the industry. Robert has worked at SPC since 2010 and also previously worked for Brookstone Securities, Inc., AIG Financial Advisors, Inc., Sunamerica Securities, Inc., and American Express Financial Advisors Inc. Robert is registered to provide investment advisory services in Ohio, Illinois, and Florida. Robert is also registered to provide securities brokerage services in Arizona, Florida, Georgia, Illinois, Minnesota, New York, North Carolina, Ohio, and Texas. Robert is a Series 7, Series 63, and Series 65 licensed professional.
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.
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.
Consultation services
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.
Seminar attendance fees
1
2
OH
01/05/2010 - Present
SPC (ELYRIA OH)
OH
11/14/2006 - 01/04/2010
BROOKSTONE SECURITIES, INC. (ELYRIA OH)
OH
10/31/2005 - 11/22/2006
AIG FINANCIAL ADVISORS, INC. (ELYRIA OH)
AZ
05/29/1991 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MN
02/19/1986 - 05/07/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 09/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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