Unclaimed
Robert Gary Renicker is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Robert has over 18 years of experience in the financial services industry. Robert is a Certified Financial Planner and holds Series 7 and 66 securities licenses. Robert has been with Wells Fargo Advisors for over 13 years, previously worked at UBS Financial Services Inc. Robert's primary office location is in Tyler, Texas. Robert is registered to provide investment advice in 24 states and the District of Columbia.
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
TX
04/22/2022 - Present
Wells Fargo Advisors Financial Network, LLC (TYLER TX)
TX
11/22/2006 - 04/25/2022
WELLS FARGO CLEARING SERVICES, LLC (TYLER TX)
TX
09/14/2004 - 12/05/2006
UBS FINANCIAL SERVICES INC. (TYLER TX)
BOTH
Issued 09/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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