Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bachman is a financial professional with over 27 years of experience in the industry. Robert is currently registered with Fidelity Brokerage Services LLC and Fidelity Distributors Co. LLC. Robert is registered in 52 states. Robert holds the Series 7, Series 24, Series 51, Series 63, SIE and Series 99TO licenses.
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.
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.
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RI
08/31/2017 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
RI
05/20/2020 - 06/29/2021
NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)
RI
08/31/2017 - 12/31/2019
FIDELITY DISTRIBUTORS CORPORATION (SMITHFIELD RI)
BC
Issued 11/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/11/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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