Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bagby is a financial advisor currently registered with Wells Fargo Clearing Services, LLC and has over 27 years of experience in the financial services industry. Robert has been with Wells Fargo Advisors LLC since May 2009 and Wells Fargo Clearing Services, LLC since November 2016. Robert holds licenses for Series 6, 7, 63, and 65. Robert is also a Certified Financial Planner. In addition to his current role, Robert has worked with several other companies, including A. G. EDWARDS & SONS, INC., FIRSTAR INVESTMENT SERVICES, INC., MERCANTILE INVESTMENT SERVICES, INC. and CORELINK FINANCIAL, INC. Robert specializes in financial planning, portfolio management for businesses and individuals, investment consulting services to institutional clients and selection of other advisors.
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
MO
05/24/2021 - Present
Wells Fargo Clearing Services, LLC (CHESTERFIELD MO)
MO
03/31/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CLAYTON MO)
NJ
01/03/2000 - 04/03/2000
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
MO
07/01/1997 - 01/03/2000
MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)
MN
10/02/1995 - 07/01/1997
CORELINK FINANCIAL, INC. (ST. CLOUD MN)
IA
Issued 04/12/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/19/1995
Series 6 - Investment Company Products/Variable Contracts 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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