Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Grasing is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Robert has been in the financial industry since August 14, 2011 and has worked at Wells Fargo Clearing Services, LLC and Wells Fargo Bank, N.A. Robert is registered to provide investment advice and services in 46 states and Washington, D.C., and has passed the Series 6, 7, 63, and 65 exams. Robert specializes in retirement planning, college savings, and investment management.
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.
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2
CO
03/10/2023 - Present
Wells Fargo Advisors Financial Network, LLC (BOULDER CO)
CO
08/15/2011 - 03/10/2023
WELLS FARGO CLEARING SERVICES, LLC (BOULDER CO)
IA
Issued 12/19/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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