Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Burley is a financial advisor who has been in the industry since 1999. Robert is registered with Wealth Enhancement Advisory Services, LLC and is also registered with the states of Minnesota and Texas. Robert specializes in providing investment advisory services, financial planning, and pension consulting. Robert has worked with a wide range of clients, including individuals, businesses, and charitable organizations. Robert previously worked with SII Investments, Inc., FSC Securities Corporation, and Waddell & Reed, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
11/02/2007 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
MN
12/19/2001 - 02/09/2007
SII INVESTMENTS, INC. (BURNSVILLE MN)
GA
03/09/2001 - 12/20/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
KS
07/19/1999 - 03/22/2001
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 08/23/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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