Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Jay Wagler is an Investment Advisor Representative with Reliant Investment Partners, LLC. Robert Jay has been in the industry since 2009. Robert Jay is registered with the state of North Carolina. Robert Jay has a Series 7, Series 66, and SIE exam. Reliant Investment Partners, LLC is a Registered Investment Advisor (RIA) headquartered in Pinehurst, NC. The firm provides financial planning and portfolio management services to a variety of clients. The firm manages approximately $189,621,750 in assets.
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.
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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NC
10/19/2018 - Present
Reliant Investment Partners, LLC (PINEHURST NC)
NC
01/12/2009 - 09/05/2017
WELLS FARGO CLEARING SERVICES, LLC (PINEHURST NC)
BOTH
Issued 01/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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