Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Sayre is an investment advisor representative at Wells Fargo Clearing Services, LLC. Robert has been in the industry since December 20, 1983 and is registered in 28 states. Robert has 4 product exams including Series 3, Series 5, Series 7, and SIE. Robert is also a principal in the securities industry holding Series 9 and 10. Robert is currently registered in Illinois and Texas as an Investment Advisor Representative.
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
IL
05/26/2022 - Present
Wells Fargo Clearing Services, LLC (SCHAUMBURG IL)
NY
08/25/1989 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
12/21/1983 - 08/25/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
IA
Issued 11/30/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/22/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1984
Series 5 - Interest Rate Options Examination
BC
Issued 01/26/1984
Series 3 - National Commodity Futures Examination
BC
Issued 11/19/1983
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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