Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wolter is a financial advisor who has been in the industry for over 35 years. Robert is currently registered with Stratos Wealth Partners, Ltd. and holds a Series 3, 5, 6, 7, 8, 63, and 66 license. Robert has experience working with clients including high-net-worth individuals, corporations, and charitable organizations. Robert is also licensed to provide investment advice. He has worked at several firms including Wells Fargo Advisors, LLC and LPL Financial LLC.
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.
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.
Percentage of assets under management with third party managers
1
2
CA
10/03/2016 - Present
Stratos Wealth Partners, Ltd. (SAN DIEGO CA)
CA
10/03/2016 - 08/20/2019
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
06/13/2002 - 10/07/2016
WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)
MN
07/27/1993 - 07/10/2002
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NJ
07/22/1987 - 09/14/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
09/19/1979 - 06/30/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 01/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/1984
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1985
Series 3 - National Commodity Futures Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 09/15/1979
Series 7 - General Securities Representative Examination
Active
Inactive
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