Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Aikins has been in the financial services industry since 2008. Robert is currently registered with Gateway Wealth Partners, LLC in Appleton, Wisconsin. Previously, Robert has held positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities LLC, Wells Fargo Advisors, LLC, Chase Investment Services Corp, and Charles Schwab & Co., Inc. Robert holds licenses for Series 7, Series 66, and SIE. Robert is a Registered Investment Advisor (IAR) through Gateway Wealth Partners, LLC.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
WI
04/12/2023 - Present
Gateway Wealth Partners, LLC (APPLETON WI)
WI
07/10/2019 - 04/10/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREEN BAY WI)
WI
04/09/2015 - 07/17/2019
J.P. MORGAN SECURITIES LLC (GREEN BAY WI)
CA
05/30/2014 - 04/08/2015
WELLS FARGO ADVISORS, LLC (SANTA ROSA CA)
CA
10/01/2012 - 06/09/2014
J.P. MORGAN SECURITIES LLC (NOVATO CA)
CA
06/20/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NOVATO CA)
CA
11/10/2008 - 06/01/2012
CHARLES SCHWAB & CO., INC. (SANTA ROSA CA)
BOTH
Issued 11/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Aikins is the right advisor for you? Invested Better is here to help.
