Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Janda is a financial advisor with over 35 years of experience in the financial services industry. Robert is a CERTIFIED FINANCIAL PLANNER™ professional and has been registered with Wells Fargo Advisors Financial Network, LLC since 2022. Previously, Robert was registered with Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc. Robert holds Series 7, 9, 10, 31, 63, and 65 licenses as well as the SIE. Robert has a proven track record of success in providing investment advice and financial planning services to individuals, families, and businesses.
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
CO
10/06/2022 - Present
Wells Fargo Advisors Financial Network, LLC (LOVELAND CO)
CO
01/01/2008 - 10/06/2022
WELLS FARGO CLEARING SERVICES, LLC (LOVELAND CO)
CO
12/20/1996 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LOVELAND CO)
NY
01/21/1987 - 01/04/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/18/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/02/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Janda is the right advisor for you? Invested Better is here to help.
