Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Brett Horn is a financial advisor at Fidelity Personal And Workplace Advisors. Robert is licensed to offer investment advice in Kentucky, Ohio and Texas. He has over 20 years of experience in the financial services industry. Robert has earned the Series 7, Series 62, Series 66 and SIE licenses. He has been with Fidelity Personal And Workplace Advisors since April 2024. Prior to that, Robert worked at W&S Brokerage Services, INC. and LPL Financial LLC.
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.
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.
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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2
KY
08/09/2024 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
OH
02/21/2020 - 04/29/2024
W&S BROKERAGE SERVICES, INC. (WEST CHESTER OH)
OH
09/24/2015 - 12/24/2019
LPL FINANCIAL LLC (HARRISON OH)
OH
01/02/2014 - 09/24/2015
MONEY CONCEPTS CAPITAL CORP (HARRISON OH)
BOTH
Issued 08/12/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/20/2013
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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