Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Brandon Vettorel is an investment advisor representative with CWM, LLC dba Carson Group Partners. Robert is a Registered Representative and Senior Vice President of Wealth Management Services at Washington Financial dba Wealth Management Services. Robert has over 25 years of experience in the financial services industry. He has a broad range of experience in providing investment advisory services, including discretionary investment management and financial guidance. Robert holds Series 7, 63, 65, and SIE licenses and is registered with the state of Pennsylvania. He is also a registered investment advisor in Texas. Robert has a strong commitment to providing his clients with personalized financial advice and investment strategies. He is dedicated to helping his clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
PA
04/02/2019 - Present
CWM, LLC (Canonsburg PA)
PA
03/14/2012 - 04/09/2019
LPL FINANCIAL LLC (WASHINGTON PA)
PA
08/01/2003 - 03/22/2012
WALNUT STREET SECURITIES, INC. (WASHINGTON PA)
NY
04/22/1999 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
PA
10/09/1997 - 04/22/1999
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
MI
08/07/1996 - 09/12/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 10/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/06/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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