Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert L Karp is a financial advisor with over 30 years of experience in the industry. Robert is registered with Wells Fargo Advisors Financial Network, LLC and has a strong track record of providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Robert holds the Series 7, Series 31, Series 63, and Series 65 licenses and is also a Certified Financial Planner.
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
NY
03/09/2023 - Present
Wells Fargo Advisors Financial Network, LLC (NEW YORK NY)
NY
02/22/2002 - 03/09/2023
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
MO
11/19/2001 - 02/19/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NJ
02/18/1997 - 11/14/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
11/16/1992 - 02/28/1997
OPPENHEIMER & CO., INC. (NEW YORK NY)
IA
Issued 04/29/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 11/12/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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