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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Merdes is an Investment Advisor Representative at Fidelity Personal AND Workplace Advisors. Robert has been in the industry since November 1, 1993. Robert is currently registered with the state of North Carolina and Texas as an Investment Advisor Representative. Robert is also registered as a Broker-Dealer in Nevada and North Carolina, and Florida. The advisor holds a Series 6, 7, 9, 10, 63 and 65 licenses. Robert is a Trustee for 210 Pacific Lending Trust. Robert is also a board member for the Raleigh Chamber of Commerce and the owner of R & A Real Estate LLC.
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
NC
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (DURHAM NC)
IA
Issued 06/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/03/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1995
Series 7 - General Securities Representative Examination
BC
Issued 11/01/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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