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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 Dudley is an investment advisor representative with Fidelity Personal and Workplace Advisors. Robert has been in the financial services industry since 1982. Robert is registered with the Financial Industry Regulatory Authority (FINRA) and is a registered investment advisor in Colorado and Texas. Robert has a broad range of experience in the financial services industry, including experience with various investment products. Robert's previous employers include Vanguard Marketing Corporation, Primevest Financial Services, Inc., Valmark Securities, Inc., Milestone Financial Services, Inc., Linsco/Private Ledger Corp., Paine Webber Incorporated, Crews & Associates, Inc. and George K. Baum & Company. Robert is registered in 52 states and 2 jurisdictions. Robert Dudley is a registered representative of Fidelity Brokerage Services LLC. Robert's professional experience includes working with high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
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2
CO
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (DENVER CO)
AZ
02/12/2013 - 08/07/2014
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
CO
12/12/2011 - 04/26/2012
PRIMEVEST FINANCIAL SERVICES, INC. (BOULDER CO)
OH
05/30/2000 - 11/01/2004
VALMARK SECURITIES, INC. (AKRON OH)
NY
01/03/2000 - 05/25/2000
MILESTONE FINANCIAL SERVICES, INC. (BOHEMIA NY)
SC
09/29/1997 - 01/07/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NJ
11/27/1991 - 10/06/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
AR
07/15/1991 - 11/04/1991
CREWS & ASSOCIATES, INC. (LITTLE ROCK AR)
MO
02/02/1990 - 07/15/1991
GEORGE K. BAUM & COMPANY (KANSAS CITY MO)
AR
10/07/1981 - 02/07/1990
CREWS & ASSOCIATES, INC. (LITTLE ROCK AR)
BC
Issued 02/28/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/20/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/11/1987
Series 3 - National Commodity Futures Examination
BC
Issued 09/19/1981
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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