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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 Brightbill Koch is an investment advisor representative with Fidelity Personal and Workplace Advisors. Robert has been in the financial services industry since 1994. Robert is registered in California, Massachusetts, Texas, and Utah. Robert is also a registered investment advisor representative in California and Texas. Robert has experience in providing financial planning services to individuals, businesses, and retirement plans. Robert's previous experience includes working at TD Ameritrade, Inc., J.B. Oxford & Company, and Pruco Securities Corporation.
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
CA
09/11/2022 - Present
Fidelity Personal AND Workplace Advisors (IRVINE CA)
CA
07/27/1995 - 07/03/2007
TD AMERITRADE, INC. (MISSION VIEJO CA)
CA
02/08/1995 - 07/07/1995
J.B. OXFORD & COMPANY (SHERMAN OAKS CA)
NJ
12/17/1993 - 12/08/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 08/08/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/21/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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