Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Muhleisen has been in the financial services industry since 1984. Robert is currently registered with Wells Fargo Advisors Financial Network, LLC in Chatham, NJ. Robert has previously worked for several firms including Salomon Smith Barney Inc., Prudential Securities Incorporated, and Wells Fargo Clearing Services, LLC. Robert has passed the Series 63, Series 65, Series 7, and SIE exams.
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
NJ
09/15/2023 - Present
Wells Fargo Advisors Financial Network, LLC (CHATHAM NJ)
NJ
07/01/2003 - 09/15/2023
WELLS FARGO CLEARING SERVICES, LLC (SHORT HILLS NJ)
NY
10/07/2002 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/21/1985 - 10/11/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NA
08/21/1984 - 04/10/1985
BEVILL, BRESLER & SCHULMAN INCORPORATED
IA
Issued 01/27/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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