Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Waite is a financial advisor working for Newedge Advisors. He has been in the financial services industry for over 17 years. He is a registered representative in Louisiana, New Hampshire, North Carolina, and Texas. Robert has a wide range of experience in financial planning, portfolio management, and pension consulting. He has a strong focus on working with high-net-worth individuals, businesses, and corporations, and he is committed to providing personalized financial advice to help his clients achieve their financial goals.
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.
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.
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2
NC
01/02/2024 - Present
Newedge Advisors (Charlotte NC)
NC
06/12/2015 - 12/31/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Cornelius NC)
NC
06/13/2007 - 06/30/2015
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NC
08/29/2006 - 05/29/2007
E*TRADE SECURITIES LLC (CHARLOTTE NC)
BOTH
Issued 09/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/19/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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