Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Christopher Taft is a financial advisor with over 16 years of experience in the industry. Robert Taft is currently registered with Fidelity Brokerage Services LLC and holds a Series 6, 7, 24, 63, and 66. Robert Taft is registered in 51 states and the District of Columbia. Robert Taft was previously registered with Fidelity Investments Institutional Services Company, Inc. and Fidelity Brokerage Services LLC.
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.
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.
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2
CA
08/31/2010 - Present
Fidelity Brokerage Services LLC (NEWPORT BEACH CA)
NH
01/01/2008 - 06/08/2010
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
MA
05/21/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
BOTH
Issued 11/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/19/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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