Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Geveda is a financial advisor with over 20 years of experience in the industry. Robert is registered with Wells Fargo Clearing Services, LLC and has a Series 7, Series 21, Series 25, Series 63, and Series 65 licenses. Robert has previously worked at Morgan Stanley, Interactive Brokers LLC, Chase Investment Services Corp, Bear Wagner Specialists LLC, and Hunter Specialists, LLC.
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.
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2
NY
08/21/2023 - Present
Wells Fargo Clearing Services, LLC (PURCHASE NY)
NY
06/09/2009 - 09/18/2023
MORGAN STANLEY (Purchase NY)
CT
11/21/2008 - 12/03/2008
INTERACTIVE BROKERS LLC (GREENWICH CT)
NY
09/23/2008 - 10/17/2008
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
01/02/2001 - 02/05/2007
BEAR WAGNER SPECIALISTS LLC (NEW YORK NY)
NY
10/01/2000 - 01/02/2001
HUNTER SPECIALISTS, LLC (NEW YORK NY)
IA
Issued 07/13/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/21/2002
Series 21 - NYSE Front Line Specialist Clerk
BC
Issued 05/10/2001
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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