Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Jonathan Bullard is a financial advisor currently registered with Wells Fargo Advisors Financial Network, LLC. Robert has been active in the financial services industry since 1998 and has held a number of licenses and registrations throughout his career. Robert is licensed to provide financial services in numerous states.
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.
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2
IL
12/01/2023 - Present
Wells Fargo Advisors Financial Network, LLC (HINSDALE IL)
IL
11/29/2018 - 12/01/2023
WELLS FARGO CLEARING SERVICES, LLC (HINSDALE IL)
IL
10/20/2014 - 11/26/2018
DAVID A. NOYES & COMPANY (CHICAGO IL)
IL
04/28/2014 - 10/24/2014
THRIVENT INVESTMENT MANAGEMENT INC. (ORLAND PARK IL)
IL
07/23/2012 - 11/19/2012
ADVANCED EQUITIES, INC. (CHICAGO IL)
IL
11/19/2002 - 07/19/2010
CHICAGO INVESTMENT GROUP, LLC (CHICAGO IL)
IL
08/26/1999 - 12/05/2002
ADVANCED EQUITIES, INC. (CHICAGO IL)
NY
02/19/1998 - 07/07/1999
PRIMEX (NEW YORK NY)
BOTH
Issued 12/17/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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