Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert J Burton is a financial advisor with over 20 years of experience in the industry. Robert has a Series 7, Series 63, and Series 65 license and is a Certified Financial Planner. Robert currently works for Wells Fargo Clearing Services, LLC and has also worked for A. G. EDWARDS & SONS, INC. and RBC DAIN RAUSCHER INC. Robert provides financial planning, portfolio management, and investment consulting services to a wide range of clients including individuals, businesses, and institutions. Robert is registered in multiple states and specializes in providing investment advice to clients in California, Texas, and other states.
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
CA
10/28/2016 - Present
Wells Fargo Clearing Services, LLC (ROSEVILLE CA)
CA
09/08/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ROSEVILLE CA)
CA
08/27/2007 - 09/20/2007
RBC DAIN RAUSCHER INC. (ROSEVILLE CA)
CA
03/12/1999 - 08/16/2007
A. G. EDWARDS & SONS, INC. (ROSEVILLE CA)
IA
Issued 11/06/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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