Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Gerard Sutter is a financial advisor with RFG Advisory, LLC, in Vestavia Hills, Alabama. Robert has been in the financial industry since March 20, 2007. Robert is licensed in Florida, Georgia, Illinois, Indiana, Minnesota, Missouri, South Carolina, and Texas. Robert holds Series 6, 7TO, 63, and 65 licenses. Robert is a financial planner and helps clients with financial planning, pension consulting, educational seminars, and selection of other advisors. Robert's current firm, RFG Advisory, LLC is also located in Creve Coeur, Missouri.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
AL
08/16/2022 - Present
RFG Advisory, LLC (VESTAVIA HILLS AL)
CO
12/07/2021 - 08/03/2022
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
MO
02/01/2018 - 08/31/2021
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
IL
05/12/2006 - 07/10/2017
FIRST COMMAND FINANCIAL PLANNING, INC. (O'FALLON IL)
BC
Issued 06/10/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/01/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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