Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Eugene Petro is a financial advisor with over 40 years of experience in the industry. Robert currently works for Wells Fargo Advisors Financial Network, LLC and is registered in Alabama, California, Connecticut, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Louisiana, Maryland, Michigan, Mississippi, New York, Ohio, Tennessee, Texas, Virginia, and Wisconsin. Robert is a registered Investment Advisor Representative.
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
AL
10/21/2015 - Present
Wells Fargo Advisors Financial Network, LLC (MOBILE AL)
AL
06/01/2009 - 10/27/2015
MORGAN STANLEY (MOBILE AL)
AL
03/29/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MOBILE AL)
GA
10/26/1988 - 04/02/2001
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
NA
05/14/1988 - 10/20/1988
SHEARSON LEHMAN HUTTON INC.
NA
09/23/1980 - 05/14/1988
E. F. HUTTON & COMPANY INC
IA
Issued 08/24/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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