Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Allan Williky is a financial advisor with Cetera Advisor Networks LLC in Grapevine, Texas. Robert has been in the industry since 1987, holding various roles at a number of firms including SUMMIT BROKERAGE SERVICES, INC. Robert is registered in Arizona, Arkansas, California, Florida, Georgia, New Jersey, Ohio, Texas, Utah, West Virginia, and Wyoming.
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.
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.
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2
TX
09/20/2019 - Present
Cetera Advisor Networks LLC (GRAPEVINE TX)
TX
11/12/2003 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (GRAPEVINE TX)
NY
04/19/1995 - 11/18/2003
NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)
NY
08/09/1994 - 03/23/1995
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NA
12/17/1993 - 08/08/1994
MATHEWS, HOLMQUIST & ASSOCIATES, INC.
NA
06/21/1993 - 12/21/1993
REYNOLDS KENDRICK STRATTON, INC.
NA
04/19/1991 - 06/22/1993
CHELSEA STREET SECURITIES, INC.
NY
11/06/1990 - 04/23/1991
WHALE SECURITIES CO., L.P. (NEW YORK NY)
CO
04/29/1987 - 11/23/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
BC
Issued 06/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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