Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Vereen is an investment advisor representative at Fidelity Personal And Workplace Advisors. Robert has been in the industry since October 20, 2021. Robert holds the Series 63, Series 7TO and SIE securities licenses and the Series 65 investment advisory license. Robert is registered to provide investment advice in 55 states, including Florida and Texas, where Robert is currently employed with Fidelity Personal And Workplace Advisors. Robert's previous employment history includes positions with The Vanguard Group, Inc., Pinnacle Financial Partners, TD Bank, Winthrop University and Healthstat, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
02/03/2023 - Present
Fidelity Personal AND Workplace Advisors (ORLANDO FL)
NC
09/22/2021 - 10/04/2022
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 01/17/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Robert Vereen is the right advisor for you? Invested Better is here to help.
