Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Leroy Metz is a financial advisor with Fidelity Personal And Workplace Advisors. Robert Leroy Metz has been working in the financial services industry for over 10 years. Robert Leroy Metz is registered with FINRA and has passed the Series 7, Series 63, and Series 66 exams. Robert Leroy Metz is also registered as an Investment Advisor Representative in Kentucky and Texas. Robert Leroy Metz is a real estate agent/sales associate with Keller Williams. Robert Leroy Metz provides financial planning and portfolio management services to individuals, businesses, and institutions. Robert Leroy Metz has been registered with Fidelity Personal And Workplace Advisors since May 2018. Robert Leroy Metz is dedicated to providing his clients with personalized financial advice and investment strategies that are tailored to their individual needs.
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
KY
03/10/2021 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
BOTH
Issued 03/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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