Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Brown is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with Wells Fargo Advisors Financial Network, LLC and has been with the firm since June 2011. Previously, Robert was registered with WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC. Robert is a Certified Financial Planner (CFP) and holds the Series 66, Series 7, Series 10, and Series 9 licenses. Robert is registered to provide investment advice in 47 states, including Oklahoma and Texas. Robert is a member of the board of directors at YMCA of Greater Tulsa Metropolitan.
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.
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2
OK
06/03/2011 - Present
Wells Fargo Advisors Financial Network, LLC (TULSA OK)
OK
01/01/2008 - 06/03/2011
WELLS FARGO ADVISORS, LLC (TULSA OK)
OK
01/01/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (TULSA OK)
BOTH
Issued 02/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/21/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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