Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Joseph Campbell is a financial advisor currently registered with Fidelity Personal and Workplace Advisors. Robert has been active in the financial services industry for over 10 years, bringing experience from prior roles with GWN Securities Inc., Fidelity Brokerage Services LLC, and Voya Financial Advisors. Robert holds both Series 7 and Series 66 licenses, along with the SIE exam, and is currently registered with the state of New Jersey and Texas. Robert is passionate about financial planning and helping individuals reach their financial goals. Robert also provides portfolio management for both individuals and businesses.
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.
1
2
NJ
09/12/2024 - Present
Fidelity Personal AND Workplace Advisors (RARITAN NJ)
NJ
09/07/2022 - 12/13/2022
GWN SECURITIES INC. (ISELIN NJ)
NH
05/07/2021 - 12/22/2021
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 10/13/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Robert Campbell is the right advisor for you? Invested Better is here to help.
