Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Gehl is a financial advisor with over 30 years of experience in the industry. Robert has been registered with Wells Fargo Clearing Services, LLC since 2016. Before that, Robert worked at UBS Financial Services Inc. from 2002 to 2008, Salomon Smith Barney Inc. from 1993 to 2002, and Lehman Brothers Inc. from 1989 to 1993. Robert is licensed to provide financial advice in Alabama, Arizona, California, Florida, Georgia, Idaho, Illinois, Iowa, Maryland, Massachusetts, Mississippi, Nevada, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Tennessee, Utah, Virginia, and Wisconsin. Robert is also licensed to provide investment advisory services in California and Tennessee.
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
TN
01/08/2014 - Present
Wells Fargo Clearing Services, LLC (CHATTANOOGA TN)
CA
11/01/2002 - 09/29/2008
UBS FINANCIAL SERVICES INC. (WALNUT CREEK CA)
NY
07/31/1993 - 11/15/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
07/07/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/23/1988 - 05/09/1989
BARABAN SECURITIES, INC.
IA
Issued 04/21/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1989
Series 3 - National Commodity Futures Examination
BC
Issued 11/19/1988
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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