Unclaimed
Robert Joseph Fairbrook is a financial advisor with over 30 years of experience in the industry. Robert currently works with Ernst & Young Investment Advisers LLP and Wise Planning, Inc. Robert has held various roles in the industry, including working with Safeco Investment Services, Inc., First Affiliated Securities, PNMR Securities, Inc., Safeco Securities, Inc., and NEL Equity Services Corporation. Robert is registered with the state of Washington. Robert's areas of expertise include financial planning and educational seminars.
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.
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.
1
2
WA
05/07/2014 - Present
Ernst & Young Investment Advisers LLP (SEATTLE WA)
WA
06/28/2000 - 09/30/2013
SYMETRA INVESTMENT SERVICES, INC. (BELLEVUE WA)
MA
08/11/1994 - 02/03/1999
SAFECO INVESTMENT SERVICES, INC. (BOSTON MA)
CA
01/21/1992 - 08/22/1994
FIRST AFFILIATED SECURITIES (LA JOLLA CA)
MA
09/01/1987 - 02/01/1992
PNMR SECURITIES, INC. (BOSTON MA)
NA
05/21/1987 - 09/30/1987
SAFECO SECURITIES, INC.
NA
03/17/1986 - 11/19/1986
SAFECO SECURITIES, INC.
NA
01/17/1984 - 10/04/1984
NEL EQUITY SERVICES CORPORATION
IA
Issued 04/05/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/16/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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