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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Fitts Gidel is a registered investment advisor representative with Principal Asset Management. Robert has been in the industry since April 2004 and has been with Principal Asset Management since March 2017. Previously, Robert worked at Principal Securities, Inc. and Directed Services LLC. Robert has a Series 6, 7, 24 and 66 license. Robert is a registered representative in Iowa and is a licensed agent in Iowa. Robert specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Robert's expertise also includes spread lending management, asset allocation, and educational seminars.
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.
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.
Strategic management for diversified investment portfolios.
Spread lending management and advice; asset allocation services; providing model portfolios
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Charge on a cost allocation basis to principal life
1
2
IA
03/15/2017 - Present
Principal Asset Management (Des Moines IA)
IA
05/15/2007 - 03/14/2017
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
IA
02/02/2004 - 03/16/2007
DIRECTED SERVICES LLC (DES MOINES IA)
BOTH
Issued 07/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/30/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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