Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Clowdis is a financial professional with over 15 years of experience in the financial services industry. Robert is currently registered with Woodmen Financial Services, Inc., a firm that is NOTINSCOPE with the Investment Advisers Act of 1940. Robert has held previous positions at Wells Fargo Advisors, LLC and Woodmen Financial Services, Inc. Robert has passed the Series 6, Series 63 and SIE exams. Robert holds active registrations in the states of California, North Carolina, Texas and Virginia. Robert’s current registration with Woodmen Financial Services, Inc. is effective as of 8/12/2011.
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.
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.
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NE
08/12/2011 - Present
Woodmen Financial Services, Inc. (OMAHA NE)
VA
01/21/2011 - 07/01/2011
WELLS FARGO ADVISORS, LLC (CHASE CITY VA)
NE
07/27/2007 - 12/06/2010
WOODMEN FINANCIAL SERVICES, INC. (OMAHA NE)
BC
Issued 08/28/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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