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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 Reese is a financial advisor with Fisher Investments. Robert has been in the industry since 2018 and has experience with both Wells Fargo Clearing Services, LLC and Alliance Financial Group. Robert is registered in Florida and Texas and holds a Series 66 license. Robert is specialized in providing investment advice to high net worth individuals and other clients. The services Robert offers include financial planning, portfolio management for individuals, businesses, investment companies and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
07/27/2023 - Present
Fisher Investments (TAMPA FL)
FL
08/21/2018 - 04/19/2021
WELLS FARGO CLEARING SERVICES, LLC (SOUTH PASADENA FL)
BOTH
Issued 02/04/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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