Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lewis Pew is a financial professional with over 6 years of experience in the financial services industry. Robert is an investment advisor representative with Vanguard Advisers, Inc. and is registered to offer investment advisory services in Arizona and Texas. Robert has a strong track record of providing investment advice and financial planning to individuals, families, and businesses. Robert is also registered to offer securities products in 53 states and territories, through Vanguard Marketing Corporation. Robert has a wide range of experience in providing financial services, including portfolio management, financial planning, and retirement planning. Robert is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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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AZ
02/03/2021 - Present
Vanguard Advisers, Inc. (Scottsdale AZ)
BOTH
Issued 01/29/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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