Unclaimed
Robert Wallace is a financial advisor with Steward Partners Investment Advisory, LLC. Robert has been working in the financial services industry since 2008. Robert holds the Series 7 and Series 66 securities licenses and is a Certified Financial Planner. Robert is registered in 14 states. He has worked with several clients including individuals, high-net-worth individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, state or municipal government entities and banking or thrift institutions. Robert's specialties include financial planning, portfolio management, and selection of other advisers.
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.
1
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 9/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/27/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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