Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Makowski is a financial advisor in St. Louis, Missouri. Robert has been working in the financial industry since October 2008. Robert is a registered representative with Wells Fargo Advisors Financial Network, LLC. Robert is also registered with Wells Fargo Clearing Services, LLC. The individual has passed exams for Series 63, 66, 7, 9, 10, 24, and SIE exams. Robert provides investment advice and services to individuals, corporations, pension and profit sharing plans, 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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MO
09/19/2018 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
MO
11/21/2014 - 09/18/2018
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
01/27/2009 - 11/13/2014
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
MO
08/12/2008 - 11/24/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHESTERFIELD MO)
BOTH
Issued 03/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/22/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/27/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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