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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Hausmann is an investment advisor representative with Wells Fargo Clearing Services, LLC. Robert has been in the industry for 28 years and has a strong track record of success. Robert is registered with the state of New York and is a member of FINRA. Robert specializes in providing investment advice to individuals, corporations, and other businesses. Robert has a broad range of experience and expertise, including in portfolio management, financial planning, and investment consulting.
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.
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2
NY
03/08/2022 - Present
Wells Fargo Clearing Services, LLC (PURCHASE NY)
NY
11/17/2000 - 01/07/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
06/12/2000 - 11/07/2000
FAHNESTOCK & CO. INC. (NEW YORK NY)
NY
01/15/1997 - 06/16/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/27/1995 - 12/09/1996
GKN SECURITIES CORP. (NEW YORK NY)
IA
Issued 01/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 02/24/1995
Series 7 - General Securities 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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