Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Daniel Sharp is a financial professional with over 15 years of experience in the industry. Currently, Robert is registered with Wellington Funds Distributors Inc. and is a licensed Series 3, 7, 24, and 63. Robert has previously worked with Quasar Distributors, LLC. Robert is licensed to practice in nine states, including Illinois, Indiana, Iowa, Michigan, Minnesota, Nebraska, North Dakota, South Dakota, and Wisconsin.
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.
1
2
IL
08/06/2010 - Present
Wellington Funds Distributors Inc. (CHICAGO IL)
ME
01/06/2003 - 11/23/2004
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
BC
Issued 10/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2011
Series 24 - General Securities Principal Examination
BC
Issued 07/22/2021
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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