Unclaimed
Robert G. Saxelby is an Investment Advisor Representative at Vanguard Advisers, Inc.. Robert is a highly experienced advisor with over 17 years in the financial services industry. Robert is registered to provide investment advice in 53 states and the District of Columbia, as well as providing investment advice services. Robert has a wide range of experience working with clients including high-net-worth individuals, charitable organizations, and pooled investment vehicles. Robert is committed to providing personalized financial advice and helping his clients achieve their financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AZ
07/06/2016 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
IA
Issued 05/09/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/20/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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