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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Blitch is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with Wells Fargo Clearing Services, LLC, and has been in this role since 2016. Prior to joining Wells Fargo Clearing Services, LLC, Robert was employed by FIRST SOUTHEAST INVESTOR SERVICES, INC. and DLJDIRECT INC. Robert is licensed to provide investment advice in 27 states, and is qualified to offer investment advice in Texas and South Carolina. Robert has passed the Uniform Investment Adviser Law Examination (Series 65) and the Uniform Securities Agent State Law Examination (Series 63). Robert's current firm, Wells Fargo Clearing Services, LLC, manages over $558 Billion in assets, serves a wide variety of client types, and offers a broad range of 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.
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
SC
04/18/2011 - Present
Wells Fargo Clearing Services, LLC (MOUNT PLEASANT SC)
SC
03/13/2000 - 02/27/2009
FIRST SOUTHEAST INVESTOR SERVICES, INC. (CHARLESTON SC)
NJ
09/16/1999 - 03/01/2000
DLJDIRECT INC. (JERSEY CITY NJ)
IA
Issued 10/07/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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