Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Clay Wheeler is a financial advisor who has been in the industry since 1994. Robert is currently registered with Perella Weinberg Partners LP and has previously worked at Tudor, Pickering, Holt & Co. Securities, LLC, TUDOR PICKERING HOLT & CO ADVISORS LP, DEUTSCHE BANK SECURITIES INC., CREDIT SUISSE FIRST BOSTON LLC and DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION. Robert's credentials include Series 63, Series 24, Series 79TO, SIE, and Series 17 licenses. Robert is registered in Texas.
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
TX
01/04/2021 - Present
Perella Weinberg Partners LP (Houston TX)
TX
01/08/2016 - 01/04/2021
TUDOR PICKERING HOLT & CO ADVISORS LP (HOUSTON TX)
TX
04/28/2005 - 01/16/2015
DEUTSCHE BANK SECURITIES INC. (HOUSTON TX)
NY
02/02/1993 - 04/21/2005
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
11/28/2000 - 09/23/2002
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BC
Issued 08/31/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1992
Series 17 - Limited Registered Representative Examination
Active
Inactive
F
FINRA
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