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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 Brian Burnett is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with Wells Fargo Clearing Services, LLC and has held previous positions with UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Robert has a broad range of experience and holds licenses in multiple states, including Idaho, Texas, California, Florida, Alaska, Massachusetts, Nevada, Oregon, and Utah. Robert specializes in working with a variety of client types, including high-net-worth individuals, corporations, and charitable organizations.
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.
1
2
ID
10/19/2017 - Present
Wells Fargo Clearing Services, LLC (BOISE ID)
ID
10/14/2010 - 10/30/2017
UBS FINANCIAL SERVICES INC. (BOISE ID)
ID
03/10/2003 - 10/26/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOISE ID)
BOTH
Issued 04/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/27/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 03/08/2003
Series 7 - General Securities 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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