Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Charles Fries is a financial advisor with over 17 years of experience in the industry. Robert is registered with Stratos Wealth Partners, Ltd. and LPL Financial, LLC. He is a Series 7, Series 31, and Series 66 licensed professional. Robert has experience working with individuals, families, businesses, retirement plans, and charitable organizations. Robert and the team at Stratos Wealth Partners, Ltd. provide financial planning, investment management, and retirement planning services.
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.
Percentage of assets under management with third party managers
1
2
OH
02/18/2020 - Present
Stratos Wealth Partners, Ltd. (Westlake OH)
OH
07/07/2008 - 02/19/2020
KEY INVESTMENT SERVICES LLC (SANDUSKY OH)
OH
04/02/2007 - 07/02/2008
MORGAN STANLEY & CO. INCORPORATED (TOLEDO OH)
OH
08/09/2004 - 04/02/2007
MORGAN STANLEY DW INC. (TOLEDO OH)
BOTH
Issued 09/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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