Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Curtis Leach is a financial advisor with Stratos Wealth Partners, Ltd., based in SAN JOSE, CA. Robert has been in the industry since 1996 and has a diverse background, having worked with both Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC previously. Robert is registered to provide investment advisory services in California, Louisiana, and Texas. Robert's focus is on providing financial planning and portfolio management services to a variety of clients, including individuals, businesses, and charitable organizations.
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
CA
03/16/2016 - Present
Stratos Wealth Partners, Ltd. (SAN JOSE CA)
CA
01/03/2011 - 10/20/2015
WELLS FARGO ADVISORS, LLC (SAN JOSE CA)
CA
05/02/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN JOSE CA)
CA
05/08/1997 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NE
07/16/1996 - 04/09/1997
WATERHOUSE SECURITIES, INC. (OMAHA NE)
IA
Issued 05/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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