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 Dexel is a financial advisor with over 24 years of experience in the industry. Robert currently works for Wells Fargo Clearing Services, LLC and has been in this role since November 2016. Prior to joining Wells Fargo Clearing Services, LLC, Robert was registered with A. G. EDWARDS & SONS, INC.. Robert is registered with the state of New Mexico and Texas. Robert has passed the Series 63, 66, 7, 31, and SIE exams. Robert specializes in portfolio management for individuals and businesses, financial planning, and investment consulting services to institutional clients.
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
NM
08/30/2024 - Present
Wells Fargo Clearing Services, LLC (ALBUQUERQUE NM)
NM
03/15/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ALBUQUERQUE NM)
BOTH
Issued 01/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 03/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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