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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 Leggett is a financial advisor at Wealthshield Partners, LLC, a registered investment advisor firm in Cary, North Carolina. He has been in the financial services industry for over 20 years. Robert has a broad range of experience in providing financial advice, including investment management, financial planning, and retirement planning. He is a Certified Financial Planner and a Chartered Financial Analyst. Robert is committed to providing clients with personalized financial advice and strategies that are tailored to their individual needs. His current registration with the state of North Carolina, as an Investment Advisor Representative, demonstrates his dedication to his clients and the financial services industry.
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.
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NC
01/22/2014 - Present
Wealthshield Partners, LLC (CARY NC)
MA
04/08/2020 - 09/24/2020
COMPASS SECURITIES CORPORATION (BRAINTREE MA)
NC
01/06/2014 - 03/27/2020
PURSHE KAPLAN STERLING INVESTMENTS (CARY NC)
NC
06/30/2006 - 12/23/2013
UBS FINANCIAL SERVICES INC. (RALEIGH NC)
NC
04/07/1999 - 07/05/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CARY NC)
BOTH
Issued 04/23/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 04/06/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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