Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Douglas Lebo is an investment advisor representative with over 19 years of experience in the financial industry. Robert is currently registered with Wells Fargo Clearing Services, LLC, a firm that is a registered investment advisor with the Securities and Exchange Commission (SEC). Robert also has prior registration experience with other firms, including Ameriprise Financial Services, Inc., Essex National Securities, Inc., and PRUCO Securities, LLC. Robert specializes in providing investment consulting services to institutional clients. Robert is also registered in 26 states and holds licenses for Series 66, Series 7, and SIE exams. Robert is registered with Wells Fargo Clearing Services, LLC in the branch office located in El Segundo, CA.
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
CA
11/17/2015 - Present
Wells Fargo Clearing Services, LLC (EL SEGUNDO CA)
CA
09/05/2006 - 10/24/2013
AMERIPRISE FINANCIAL SERVICES, INC. (HERMOSA BEACH CA)
CA
03/15/2005 - 05/11/2006
AMERIPRISE FINANCIAL SERVICES, INC. (LONG BEACH CA)
MN
03/15/2005 - 05/11/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
08/31/2004 - 02/24/2005
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NJ
10/24/2003 - 05/24/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
BOTH
Issued 03/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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