Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Crane is a financial advisor at Wells Fargo Clearing Services, LLC, where Robert has been employed since July 2023. Robert has a history of working in the financial services industry, including positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citizens Securities, Inc., MML Investors Services, LLC, and Bankers Life Securities, Inc. Robert is registered with FINRA and holds the Series 7, Series 63, and Series 66 licenses. Robert offers a variety of financial services, including investment consulting, financial planning, and portfolio management. Robert works with a variety of client types, including high-net-worth individuals, corporations, and charitable organizations.
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
SC
04/26/2024 - Present
Wells Fargo Clearing Services, LLC (CHARLESTON SC)
SC
11/18/2022 - 07/12/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SUMMERVILLE SC)
MA
10/28/2020 - 09/30/2022
CITIZENS SECURITIES, INC. (NEWTON MA)
CT
04/26/2019 - 11/05/2020
MML INVESTORS SERVICES, LLC (GLASTONBURY CT)
MA
11/07/2018 - 03/27/2019
BANKERS LIFE SECURITIES, INC. (Indian Orchard MA)
BOTH
Issued 03/09/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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