Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wiley is a financial advisor with LexAurum Advisors located in Overland Park, Kansas. Robert has been in the financial industry since 1998 and has a Series 7, Series 31, and Series 63 license. Robert is a Certified Financial Planner and has experience in providing financial planning services to individuals, businesses, and charitable organizations.
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.
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.
Monthly fee
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2
KS
08/01/2016 - Present
Lexaurum Advisors (OVERLAND PARK KS)
IA
07/19/2016 - 01/03/2018
BROKER DEALER FINANCIAL SERVICES CORP. (JOHNSTON IA)
IA
02/28/2002 - 07/14/2016
VSR FINANCIAL SERVICES, INC. (JOHNSTON IA)
BC
Issued 03/07/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 02/27/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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