Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Huser is a financial advisor with over 29 years of experience in the financial industry. Robert is registered with Wells Fargo Advisors Financial Network, LLC and has been with the firm since June 2022. Prior to this, Robert worked at Wells Fargo Clearing Services, LLC for nearly 20 years. Robert is also registered as an investment advisor representative in Indiana and Texas. He holds the Series 7, Series 63, and Series 65 licenses as well as the SIE. Robert specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. He also provides investment consulting services to institutional clients. Robert is dedicated to helping clients reach their financial goals.
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
IN
06/10/2022 - Present
Wells Fargo Advisors Financial Network, LLC (INDIANAPOLIS IN)
IN
07/01/2003 - 06/10/2022
WELLS FARGO CLEARING SERVICES, LLC (INDIANAPOLIS IN)
NY
03/23/1995 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
11/18/1993 - 03/17/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 05/24/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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