Unclaimed
Robert Elkins is an active investment advisor representative with Wells Fargo Clearing Services, LLC. Robert has been working in the financial industry since 1983 and is registered in 19 states. Robert's specialties include retirement planning, college savings, estate planning, and insurance. Robert is also licensed as an Investment Adviser Representative in Minnesota and Florida.
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
FL
10/25/2021 - Present
Wells Fargo Clearing Services, LLC (SARASOTA FL)
FL
02/16/2007 - 11/14/2014
UBS FINANCIAL SERVICES INC. (SARASOTA FL)
FL
04/11/1995 - 02/20/2007
MORGAN STANLEY DW INC. (SARASOTA FL)
MO
09/04/1990 - 04/05/1995
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
08/15/1990 - 09/04/1990
PRESCOTT, BALL & TURBEN, INC.
NY
03/23/1983 - 07/19/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
IA
Issued 04/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/01/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1983
Series 3 - National Commodity Futures Examination
BC
Issued 03/19/1983
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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