Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Gorman Taylor is a financial advisor with over 20 years of experience in the industry. Robert has worked with Wells Fargo Clearing Services, LLC since 2020. Prior to that, Robert was a financial advisor with UBS Financial Services Inc. Robert is licensed in Virginia and Texas.
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
VA
05/22/2020 - Present
Wells Fargo Clearing Services, LLC (MCLEAN VA)
VA
04/16/2010 - 06/19/2020
UBS FINANCIAL SERVICES INC. (VIENNA VA)
VA
05/13/2005 - 04/21/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RESTON VA)
NY
03/27/2002 - 05/17/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NA
04/01/1985 - 04/03/1987
FIRST AMERICAN NATIONAL SECURITIES, INC.
BOTH
Issued 04/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 03/26/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/29/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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