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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 Allen Allsup is a financial advisor with Fidelity Personal And Workplace Advisors. Robert has been working in the financial services industry since 2004 and has a wide range of experience in investment management and financial planning. Robert is registered with FINRA and holds the Series 6, 7, 63, and 66 licenses. Robert is also a registered investment advisor in Texas. Fidelity Personal And Workplace Advisors is a large firm that provides a variety of financial services to individuals, businesses, and institutions. The firm is committed to providing its clients with personalized service and high-quality financial advice.
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.
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.
1
2
TX
06/18/2020 - Present
Fidelity Personal AND Workplace Advisors (SOUTHLAKE TX)
TX
03/12/2010 - 06/09/2020
TD AMERITRADE, INC. (Southlake TX)
TX
04/11/2005 - 02/16/2010
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
WI
05/17/2004 - 12/13/2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 11/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/15/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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