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 Wallace II is a financial advisor with Steward Partners Investment Advisory, LLC. Robert has been in the financial industry since 2008. Robert works with individuals, high net worth individuals, families, and businesses. He provides financial planning, portfolio management, and other advisory services. Robert is a Certified Financial Planner and holds the Series 66, Series 7, and SIE licenses. Robert is registered to provide investment advice in 14 states. He is also a board member of Calvary Home for Children and is involved with Anderson Aviation Association Charitable Fund.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
SC
03/15/2024 - Present
Steward Partners Investment Advisory, LLC (EASLEY SC)
SC
11/13/2020 - 04/11/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Easley SC)
SC
08/28/2008 - 11/17/2020
EDWARD JONES (EASLEY SC)
BOTH
Issued 09/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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