Unclaimed
Robert Davie is a financial professional with experience in the financial services industry. Robert is currently registered with Fidelity Brokerage Services LLC. Robert has passed the Securities Industry Essentials Examination (SIE) and the Operations Professional Examination (Series 99TO).
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
TX
02/13/2023 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
BC
Issued 04/14/2022
Series 99TO - Operations Professional Examination
BC
Issued 04/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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