Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Munro is a financial professional with over 20 years of experience in the financial services industry. Robert currently works with Wells Fargo Clearing Services, LLC and is registered to offer securities and investment advisory services in 10 states. Robert holds multiple FINRA licenses, including Series 7, Series 6, Series 26, Series 63, and Series 65. Prior to joining Wells Fargo, Robert was an advisor for J.P. Morgan Securities LLC. Robert has a strong track record of providing investment advice and portfolio management services to individual and corporate clients.
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
CA
11/04/2015 - Present
Wells Fargo Clearing Services, LLC (TEMECULA CA)
CA
10/01/2012 - 11/12/2015
J.P. MORGAN SECURITIES LLC (MURRIETA CA)
CA
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MURRIETA CA)
CA
12/19/2006 - 05/02/2009
WAMU INVESTMENTS, INC. (MURRIETA CA)
GA
06/09/2003 - 10/31/2006
PFS INVESTMENTS INC. (DULUTH GA)
GA
08/02/1999 - 03/11/2002
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 06/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/30/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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