Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Leo edmund Wacker is a financial advisor with Wells Fargo Clearing Services, LLC. Robert has been in the financial services industry since July 2003. Robert is licensed to provide advisory services in Missouri and Texas. Robert has experience working with a variety of clients, including individuals, businesses, charitable organizations, and pension plans.
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.
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2
MO
09/26/2017 - Present
Wells Fargo Clearing Services, LLC (CLAYTON MO)
MO
06/01/2009 - 10/25/2012
MORGAN STANLEY (CLAYTON MO)
MO
10/14/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CLAYTON MO)
IL
07/06/2005 - 08/18/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
05/24/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
04/07/2003 - 04/13/2004
GREAT POINT CAPITAL LLC (CHICAGO IL)
IA
Issued 10/27/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 07/30/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/03/2003
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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