Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Allen Wilder is a financial advisor with over 30 years of experience in the industry. Robert is registered with Raymond James Financial Services Advisors, Inc. and is licensed in numerous states. Robert's firm provides a wide range of services, including financial planning, portfolio management for individuals and businesses, and educational seminars. Robert holds a Series 7, Series 63, and Series 65 licenses. Robert is also a Certified Financial Planner.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
GA
10/04/2023 - Present
Raymond James Financial Services Advisors, Inc. (Atlanta GA)
GA
08/14/1992 - 10/04/2023
AMERICAN WEALTH MANAGEMENT, INC. (ATLANTA GA)
IA
Issued 10/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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