Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lea Kayser is a financial advisor with Wells Fargo Clearing Services, LLC based in RED BANK, NJ. Robert has over 40 years of experience in the financial services industry. Robert has been registered with the state of New Jersey since 2009. Prior to joining Wells Fargo, Robert was employed at Citigroup Global Markets Inc., Lehman Brothers Inc. and Merrill Lynch. Robert holds FINRA Series 7, 24, 63 and 65 licenses.
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
NJ
05/15/2023 - Present
Wells Fargo Clearing Services, LLC (RED BANK NJ)
NJ
07/31/1993 - 04/13/2009
CITIGROUP GLOBAL MARKETS INC. (SHREWSBURY NJ)
NY
01/31/1983 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/04/1979 - 02/09/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
04/21/1977 - 07/29/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 05/06/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/1979
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1977
PC - AMEX Put and Call Exam
BC
Issued 04/16/1977
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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