Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Dickson is an investment professional with over 35 years of experience in the financial industry. Robert currently works at UBS Financial Services Inc. and is registered to provide investment services in North Carolina. Robert is also a registered representative with FINRA and holds the Series 7, Series 31, Series 63, and Series 65 licenses. Robert specializes in a variety of areas including, but not limited to: Investment Advisory Services, Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, Pension Consulting, and Educational Seminars.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NC
03/14/2008 - Present
UBS Financial Services Inc. (GREENSBORO NC)
NC
08/26/1982 - 03/18/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENSBORO NC)
IA
Issued 09/10/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/21/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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