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 Starzl is a financial advisor with over 25 years of experience in the industry. He has held a series of positions with various firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Salomon Smith Barney Inc. Since 2009, Robert has been associated with Wells Fargo Advisors. Robert is currently registered as an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. The advisor holds the Certified Financial Planner designation and holds licenses to offer investment advice in numerous states across the country. Robert provides investment management services to individuals, businesses, and institutional clients.
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
09/02/2021 - Present
Wells Fargo Advisors Financial Network, LLC (GADSDEN AL)
AL
11/17/2008 - 09/02/2021
WELLS FARGO CLEARING SERVICES, LLC (GADSDEN AL)
AL
06/12/2000 - 11/19/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GADSDEN AL)
NY
07/12/1996 - 05/25/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 06/20/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Starzl is the right advisor for you? Invested Better is here to help.
