Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Barnett is a financial advisor with Fidelity Personal And Workplace Advisors. Robert is a registered investment advisor and broker-dealer in Tennessee. Robert has been working in the financial services industry since March 1996. Robert has a diverse range of experience, having worked with Charles Schwab & Co., Inc. and Fidelity Brokerage Services, Inc. before joining Fidelity Personal And Workplace Advisors. Robert specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.
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.
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.
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2
TN
04/27/2020 - Present
Fidelity Personal AND Workplace Advisors (GERMANTOWN TN)
GA
01/30/1998 - 12/02/2019
CHARLES SCHWAB & CO., INC. (Atlanta GA)
RI
03/12/1996 - 01/21/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 07/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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