Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Emmett Best is a financial advisor with over 30 years of experience in the industry. Robert has a wide range of experience in financial services, having worked with firms such as Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC, and Charles Schwab & Co., Inc. Robert is currently registered with U.S. Bancorp Investments, Inc. where Robert provides financial planning, investment management, and portfolio management services to individuals and businesses. Robert holds the Series 4, 6, 7, 9, 10, 24, 63, and 65 licenses, demonstrating Robert's expertise and commitment to providing comprehensive financial 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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
WA
07/11/2024 - Present
U.s. Bancorp Investments, Inc. (Walla Walla WA)
WA
08/26/2022 - 10/17/2023
WELLS FARGO CLEARING SERVICES, LLC (SEATTLE WA)
OR
08/05/2021 - 08/02/2022
J.P. MORGAN SECURITIES LLC (PORTLAND OR)
OR
09/25/2018 - 06/22/2021
CHARLES SCHWAB & CO., INC. (Portland OR)
WA
12/12/1995 - 03/07/2018
SCOTTRADE, INC. (SEATTLE WA)
NJ
11/29/1994 - 11/15/1995
FIRST FIDELITY BROKERS, INC. (NEWARK NJ)
NA
10/18/1993 - 12/14/1994
BALTIMORE BANCORP INVESTMENT SERVICES, INC.
MN
01/05/1993 - 10/06/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/05/1993 - 10/06/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
04/05/1989 - 05/23/1989
FIRST INVESTORS CORPORATION
BC
Issued 07/11/1994
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/14/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/24/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/22/1999
Series 4 - Registered Options Principal Examination
BC
Issued 07/19/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1992
Series 7 - General Securities Representative Examination
BC
Issued 04/04/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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