Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Brabson is a financial advisor with Sofi Wealth LLC. Robert is a registered representative with FINRA and is licensed in Delaware. Robert has worked in the financial services industry since 2014. Robert has a Series 66, Series 7 and Series 6TO licenses, and is also licensed in investment advisory. Robert has experience with a number of financial firms including Coastal Equities, Inc., Affinity Wealth Management LLC, and Mercap Securities 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
DE
05/10/2019 - Present
Sofi Wealth LLC (Claymont DE)
GA
02/14/2018 - 12/31/2018
MERCAP SECURITIES, LLC (ATLANTA GA)
DE
09/22/2014 - 04/22/2016
COASTAL EQUITIES, INC. (WILMINGTON DE)
BOTH
Issued 02/09/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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