Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Seaman is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with Wells Fargo Clearing Services, LLC in Canton, OH. He has a strong track record of providing financial advice to individuals, families, and businesses. Prior to joining Wells Fargo Clearing Services, LLC, Robert worked at Morgan Stanley and UBS Financial Services Inc. Robert has a wide range of experience and expertise in various areas of financial planning, including investment management, retirement planning, and estate planning.
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
OH
01/06/2020 - Present
Wells Fargo Clearing Services, LLC (CANTON OH)
OH
07/02/2010 - 01/03/2020
MORGAN STANLEY (CANTON OH)
NJ
02/09/2007 - 07/12/2010
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
OH
05/14/1999 - 02/09/2007
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
03/03/1995 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
NA
02/02/1994 - 03/03/1995
SOCIETY INVESTMENTS, INC.
OR
07/10/1989 - 02/01/1994
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
VT
06/28/1989 - 07/27/1989
EQUITY SERVICES, INC. (MONTPELIER VT)
IA
Issued 12/01/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1993
Series 7 - General Securities Representative Examination
BC
Issued 06/27/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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