Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Larsen Jones is a financial advisor with Wells Fargo Clearing Services, LLC. Robert is registered with the Financial Industry Regulatory Authority (FINRA) and has been in the industry since 1993. Robert has passed the Series 63, Series 7, Series 9, Series 10, Series 31 and SIE exams. Robert is also a Certified Financial Planner. Robert is registered in 24 states. Robert is actively involved in his community and is a member of the River Oaks Property Owners Association.
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
SC
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (PAWLEYS ISLAND SC)
SC
06/01/1993 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PAWLEYS ISLAND SC)
IA
Issued 02/18/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/07/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/06/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/1993
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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