Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Gillis Farmer is a financial professional with over 30 years of experience in the financial services industry. Robert is currently registered with Perennial Financial Services and has held previous positions with WELLS FARGO CLEARING SERVICES, LLC, PRUDENTIAL SECURITIES INCORPORATED, and PAINEWEBBER INCORPORATED. Robert has a wide range of experience and qualifications including Series 7, 8, 9, 10, 63, and 65 licenses. Robert also has a strong background in financial planning and portfolio management. Robert is committed to providing personalized financial guidance to help clients reach 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.
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.
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
CA
01/30/2023 - Present
Perennial Financial Services (Fresno CA)
CA
07/01/2003 - 09/07/2017
WELLS FARGO CLEARING SERVICES, LLC (FRESNO CA)
NY
08/25/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
01/01/1994 - 09/13/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 01/07/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/16/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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