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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Jason Wyatt is a financial advisor with over 28 years of experience in the industry. Robert has a wide range of experience in the industry, working with firms such as Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and Wells Fargo Advisors Financial Network, LLC. Robert holds Series 3, 7, 8, 9, 10, 63, and 66 licenses. Robert is registered in 29 states and is licensed to provide investment advice in 3 states. Currently, Robert is registered with Wells Fargo Advisors Financial Network, LLC and works out of the Bryan, TX office.
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.
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2
TX
02/14/2023 - Present
Wells Fargo Advisors Financial Network, LLC (BRYAN TX)
TX
06/25/2010 - 08/05/2022
WELLS FARGO CLEARING SERVICES, LLC (BRYAN TX)
TX
06/01/2009 - 07/07/2010
MORGAN STANLEY SMITH BARNEY (BRYAN TX)
TX
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BRYAN TX)
TX
08/23/1999 - 04/02/2007
MORGAN STANLEY DW INC. (BRYAN TX)
MI
06/17/1997 - 08/27/1999
OLDE DISCOUNT CORPORATION (DETROIT MI)
TX
03/06/1997 - 06/05/1997
DOMINION CAPITAL CORPORATION (DALLAS TX)
TX
09/11/1994 - 11/26/1996
FIRST USA CAPITAL MARKETS, INC. (DALLAS TX)
NA
05/20/1994 - 07/20/1994
REYNOLDS KENDRICK STRATTON, INC.
BOTH
Issued 06/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/21/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/30/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2004
Series 3 - National Commodity Futures Examination
BC
Issued 05/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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