Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wygant has been in the financial services industry since 1995 and is currently registered with Wells Fargo Clearing Services, LLC. Robert is registered with the Securities and Exchange Commission as an Investment Advisor Representative, and with the state of Washington. Robert has a wide range of experience and expertise in providing financial planning and investment advisory services to individuals, families, and businesses. Robert is committed to providing his clients with personalized service and helping them achieve 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
WA
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (BELLEVUE WA)
WA
05/02/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BELLEVUE WA)
CA
08/19/1996 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NA
09/25/1995 - 08/19/1996
FIRST INTERSTATE INVESTMENTS,INC.
IA
Issued 12/03/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1996
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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