Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Boisvert is an investment advisor with Wells Fargo Clearing Services, LLC. Robert has been in the industry since 2001 and holds multiple securities licenses, including the Series 6, 7, 63, and 66. Robert has a long history of experience in the financial services industry, working with Merrill Lynch, Pierce, Fenner & Smith Incorporated, M Holdings Securities, Inc., PML Securities Company, Equico Securities, Inc., The Equitable Life Assurance Society of the United States, and Morgan Stanley. Robert specializes in portfolio management for both individuals and businesses, and also provides financial planning services. Robert has a strong track record of success in helping clients achieve 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
GA
09/20/2024 - Present
Wells Fargo Clearing Services, LLC (ROSWELL GA)
GA
10/22/2014 - 05/16/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
OR
08/21/2001 - 08/16/2002
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
DE
07/27/1994 - 03/01/1995
PML SECURITIES COMPANY (NEWARK DE)
NY
10/26/1993 - 08/19/1994
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
10/26/1993 - 08/19/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 11/22/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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