Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Dewees is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Robert has been in the securities industry for 10 years and has a broad range of experience in both financial planning and portfolio management. Robert is registered with the Securities and Exchange Commission (SEC) and holds the Series 7, Series 66 and SIE licenses. Robert has held previous roles with both NYLIFE Distributors LLC and WELLS FARGO CLEARING SERVICES, LLC. Robert is also a member of the USMC and serves as the Treasurer of the Talons Reach Foundation.
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.
1
2
DE
08/09/2024 - Present
Wells Fargo Advisors Financial Network, LLC (GREENVILLE DE)
DE
09/29/2023 - 07/19/2024
WELLS FARGO CLEARING SERVICES, LLC (GREENVILLE DE)
NY
03/13/2014 - 08/12/2014
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
BOTH
Issued 12/29/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/29/2023
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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