Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Arthur Needham is a financial advisor with Truist Advisory Services, Inc. in Charlotte, North Carolina. Robert has been in the financial industry since 1989 and has experience working with individual clients, high-net-worth individuals, corporations, and charitable organizations. Robert is registered as a broker-dealer and an investment advisor in several states. He 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.
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.
Wrap fee product and financial profiling services using desktop software
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
08/16/2024 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
VA
11/16/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
IL
05/25/2017 - 04/30/2018
HORACE MANN INVESTORS, INC. (SPRINGFIELD IL)
VA
05/11/2012 - 05/03/2017
WELLS FARGO CLEARING SERVICES, LLC (GLEN ALLEN VA)
VA
02/21/2008 - 05/24/2012
UBS FINANCIAL SERVICES INC. (RICHMOND VA)
VA
07/19/2005 - 02/11/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (NORFOLK VA)
CA
05/02/2001 - 09/02/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
03/21/1997 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NY
12/04/1996 - 04/23/1997
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
03/18/1994 - 06/17/1996
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
07/31/1993 - 03/17/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
05/14/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
10/20/1987 - 05/14/1988
E. F. HUTTON & COMPANY INC
IA
Issued 03/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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