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 Wilson is a financial advisor with over 30 years of experience in the financial services industry. Robert has a broad range of experience serving a variety of clients including individuals, high-net-worth individuals, corporations and retirement plans. He is a registered representative of Wells Fargo Advisors Financial Network, LLC and holds licenses in multiple states. Robert has a strong track record of helping clients reach their financial goals.
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
MD
09/01/2016 - Present
Wells Fargo Advisors Financial Network, LLC (ANNAPOLIS MD)
MD
03/10/2003 - 01/06/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
AZ
01/02/1996 - 03/21/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
TX
08/18/1993 - 12/31/1995
RETIREMENT INVESTMENT GROUP (HOUSTON TX)
BC
Issued 01/31/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/21/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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