Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Mullen is an investment advisor representative with Fidelity Personal And Workplace Advisors. Robert is licensed to offer financial advice in 53 states, including North Carolina, and Texas. Robert has been in the financial services industry since 2017, providing financial planning services to high net worth individuals, pension and profit sharing plans, individuals other than high net worth, and corporations or other businesses. Robert is registered with FINRA as a Registered Representative. Robert has passed the General Securities Representative Examination, the Securities Industry Essentials Examination, and the Uniform Securities Agent State Law Examination.
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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NC
10/14/2024 - Present
Fidelity Personal AND Workplace Advisors (DURHAM NC)
BC
Issued 06/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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