Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Dustin Wilson is a financial advisor at Synovus Securities, Inc. Robert has been working in the financial industry since 1998. Robert is registered as a broker-dealer and an investment advisor in Alabama, California, Florida, Georgia, Kentucky, New Jersey, North Carolina, and Virginia. Robert has a Series 7, Series 24, and Series 66 license and is a Certified Financial Planner. Robert is also a Board Trustee for the City Employee Pension Funds for the Columbus Consolidated Government. Robert specializes in providing financial planning, portfolio management, and investment advisory services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Tax related services, administrative services
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
GA
07/24/2013 - Present
Synovus Securities, Inc. (NEWNAN GA)
BOTH
Issued 11/25/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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