Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Burns is a financial advisor with over 20 years of experience in the industry. Robert has a Series 6, 7, 24, 63, and 65 license and is currently registered with Fidelity Personal And Workplace Advisors. He is also registered in 53 states and the District of Columbia, as well as New Hampshire and Texas as an Investment Advisor Representative. Before Fidelity Personal And Workplace Advisors, Robert worked for CCO Investment Services Corp., Putnam Retail Management Limited Partnership, and Franklin Financial Services Corporation. Robert is passionate about helping 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.
Seminars designed to boost your financial literacy and investment knowledge.
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
UT
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
RI
02/23/2005 - 09/06/2005
CCO INVESTMENT SERVICES CORP. (JOHNSTON RI)
MA
01/03/1997 - 11/22/2004
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
TX
11/25/1994 - 11/14/1996
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 05/12/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/23/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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