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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 Hobbs has over 23 years of experience in the financial services industry. Robert is a registered representative and investment advisor representative of Wells Fargo Clearing Services, LLC, and has been with the firm since 2009. Previously, Robert worked at Wachovia Securities, Inc. and J.C. Bradford & Co. Robert specializes in providing financial planning and investment consulting services to individuals and businesses. Robert holds a Series 7, Series 10, Series 30, Series 31, and Series 63 license, as well as the SIE and Series 65 exams. Robert is also a registered investment advisor in Tennessee, Texas, and Virginia.
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
TN
09/24/2015 - Present
Wells Fargo Clearing Services, LLC (JOHNSON CITY TN)
NC
06/27/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NY
10/27/1999 - 06/29/2000
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/28/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/04/2007
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/26/1999
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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