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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 Whited is an Investment Advisor Representative associated with Creative Planning. Robert has been in the industry since 1986, and has worked at several well-known firms including Fidelity Investments Institutional Services Company, Inc., Wells Fargo Brokerage Services, L.L.C., and Aetna Financial Services, Inc. Robert is registered in California, and has earned a series 63, and a series 6 license. Robert Whited is also a CFA charterholder.
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.
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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CA
12/06/2022 - Present
Creative Planning (Santa Monica CA)
MN
09/24/2003 - 09/21/2005
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
RI
06/04/1991 - 03/14/2003
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
CT
11/28/1989 - 08/14/1990
AETNA CAPITAL MANAGEMENT, INC. (HARTFORD CT)
CT
08/13/1986 - 12/21/1989
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
BC
Issued 07/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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