Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Salisbury is a financial advisor with Fidelity Personal And Workplace Advisors. He has been in the industry since June 2009 and is currently registered to provide securities and advisory services in 53 states and the District of Columbia. Robert holds the Series 6, 7 and 66 licenses as well as the SIE exam. He is a registered Investment Advisor representative in Kentucky, Ohio and Texas. Previous employers include WELLS FARGO CLEARING SERVICES, LLC, WELLS FARGO ADVISORS, LLC, J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP. Robert has experience providing financial planning, portfolio management, and educational seminars. He is currently based in COVINGTON, Kentucky.
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
KY
09/16/2021 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
FL
02/17/2017 - 06/23/2021
WELLS FARGO CLEARING SERVICES, LLC (VENICE FL)
FL
04/04/2013 - 05/04/2016
WELLS FARGO ADVISORS, LLC (VENICE FL)
OH
10/01/2012 - 03/01/2013
J.P. MORGAN SECURITIES LLC (ST. MARY'S OH)
OH
05/09/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ST. MARY'S OH)
BOTH
Issued 01/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/08/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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