Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Jones is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Robert has been in the industry since 2009 and has experience in a variety of investment areas. Robert has a strong track record of success and is committed to providing personalized financial advice to help his clients achieve their financial goals. Robert has been registered with the Financial Industry Regulatory Authority (FINRA) since 2009 and is a registered investment advisor in the state of Florida. Robert holds Series 7, 66, and 65 licenses.
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.
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2
FL
07/14/2016 - Present
Wells Fargo Advisors Financial Network, LLC (SARASOTA FL)
FL
06/05/2012 - 07/06/2016
J.P. MORGAN SECURITIES LLC (TAMPA FL)
FL
10/23/2009 - 05/15/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SARASOTA FL)
FL
02/25/2009 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SARASOTA FL)
IA
Issued 07/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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