Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lawrence Powers is a financial advisor at Fidelity Personal And Workplace Advisors. Robert is a registered representative with FINRA and is also licensed as a Registered Investment Advisor in Texas and Virginia. Robert holds the Series 66, 7TO and SIE licenses, and has worked in the financial services industry for over 10 years. Robert is a strategic advisor at American Beerworks, LLC.
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.
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.
A percentage of the total value of assets under management is charged.
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2
VA
10/17/2023 - Present
Fidelity Personal AND Workplace Advisors (VIRGINIA BEACH VA)
BOTH
Issued 10/09/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/26/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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