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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bradley Waite is a financial advisor with Ameriprise Financial Services, LLC. Robert has been in the financial industry for over 10 years. He is licensed to provide securities advice in 32 states and is registered as an Investment Advisor Representative in South Carolina and Texas. Robert has a wide range of experience and specializes in providing asset allocation services, financial planning, pension consulting, and educational seminars. Robert has previously worked at Wells Fargo Clearing Services, LLC and Wachovia Securities, Inc.
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.
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.
Asset allocation services
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.
1
2
SC
01/02/2018 - Present
Ameriprise Financial Services, LLC (Charleston SC)
SC
08/20/2015 - 01/23/2017
WELLS FARGO CLEARING SERVICES, LLC (CHARLESTON SC)
MO
06/15/2002 - 05/29/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
09/05/2001 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
BOTH
Issued 11/25/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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