Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wansker is a financial advisor with over 15 years of experience in the financial services industry. Robert is currently registered with The Leaders Group, Inc. in Littleton, CO. Robert has previously held positions at PRUCO Securities, LLC. in Newark, NJ, and Transamerica Financial Advisors, Inc. in Charlotte, NC. Robert holds the Series 6, Series 63, and Series 65 licenses. Robert is also a registered representative with FINRA and has passed the SIE Exam.
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.
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.
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2
CO
05/03/2018 - Present
THE Leaders Group, Inc. (LITTLETON CO)
NJ
06/08/2016 - 05/11/2018
PRUCO SECURITIES, LLC. (NEWARK NJ)
CO
10/08/2013 - 06/08/2016
THE LEADERS GROUP, INC. (LITTLETON CO)
NC
09/04/2009 - 08/25/2010
TRANSAMERICA FINANCIAL ADVISORS, INC (CHARLOTTE NC)
NC
06/21/2006 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (CHARLOTTE NC)
NC
08/18/2004 - 06/20/2006
PRINCOR FINANCIAL SERVICES CORPORATION (CHARLOTTE NC)
BC
Issued 10/30/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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