Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Anderson Turner is a financial advisor with Wells Fargo Advisors Financial Network, LLC, located in DUBLIN, OH. Robert has been in the financial services industry since 2006. Robert is a registered representative of both Wells Fargo Advisors Financial Network, LLC, and PNC INVESTMENTS. Robert is also an investment advisor representative. Robert holds Series 6, 7, 63, and 65 securities licenses. Robert is also licensed to sell life, long term care and disability insurance in Pennsylvania through CRUMP LIFE INSURANCE.
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.
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.
Investment consulting services to institutional clients
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.
1
2
OH
10/15/2019 - Present
Wells Fargo Advisors Financial Network, LLC (DUBLIN OH)
OH
12/05/2013 - 10/22/2019
PNC INVESTMENTS (ZANESVILLE OH)
OH
10/01/2012 - 12/05/2013
J.P. MORGAN SECURITIES LLC (BELPRE OH)
OH
09/26/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MARIETTA OH)
OH
06/27/2006 - 10/01/2007
W&S BROKERAGE SERVICES, INC. (CAMBRIDGE OH)
IA
Issued 06/01/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/26/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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