Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Whitesel has been in the financial services industry since October 8, 2001. Robert is currently registered with Vanguard Marketing Corp. in Malvern, Pennsylvania. Robert previously worked for Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated. Robert holds the Series 4, 6, 7TO, 26, and 63 licenses. Robert is licensed in Pennsylvania.
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.
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.
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2
PA
06/19/2002 - Present
Vanguard Marketing Corp. (MALVERN PA)
WI
08/16/2001 - 04/26/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
08/16/2001 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 10/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2020
Series 4 - Registered Options Principal Examination
BC
Issued 03/26/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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