Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Finder is a financial professional with over 20 years of experience in the industry. Robert currently works with Wells Fargo Clearing Services, LLC and has a branch office located in Lincoln, NE. Robert has a wide range of experience in financial services, including investment consulting services to institutional clients, financial planning, and pension consulting. Robert holds Series 6, 7, 62, and 63 licenses and is registered in 27 states. In addition to his current role at Wells Fargo Clearing Services, LLC, Robert has previously worked for A. G. Edwards & Sons, Inc., LM Financial Partners, Inc., and Ameritas Investment Corp.
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
NE
05/07/2015 - Present
Wells Fargo Clearing Services, LLC (LINCOLN NE)
NE
10/29/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LINCOLN NE)
LA
10/03/1996 - 11/02/1998
LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)
NE
12/05/1995 - 10/03/1996
AMERITAS INVESTMENT CORP. (LINCOLN NE)
BC
Issued 12/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/11/1996
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 12/01/1995
Series 6 - Investment Company Products/Variable Contracts 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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