Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wheeler is a financial professional with over 20 years of experience in the financial services industry. Robert is a Registered Representative and Investment Advisor Representative. He is currently associated with Charles Schwab & CO., Inc. and has been with the firm since 2019. Previously, he worked at WELLS FARGO CLEARING SERVICES, LLC from 2017 to 2019. Robert has a broad range of experience in financial planning, portfolio management, and investment advisory services. Robert holds several industry licenses and certifications, including Series 7, 9, 10, 63, and 65. He is also registered with the state of California as both a Registered Representative and Investment Advisor Representative. Robert is dedicated to providing his clients with personalized financial advice and guidance to help them 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CA
10/10/2019 - Present
Charles Schwab & CO., Inc. (San Francisco CA)
CA
10/18/2017 - 09/10/2019
WELLS FARGO CLEARING SERVICES, LLC (SAN FRANCISCO CA)
CA
03/25/2002 - 11/30/2016
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
IA
Issued 05/30/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/28/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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