Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Mosera is a financial advisor with over 27 years of experience in the industry. Robert is currently registered with Wells Fargo Advisors Financial Network, LLC and is licensed to provide investment advice and services in 25 states. Robert has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Robert's expertise lies in providing financial planning, portfolio management, and investment consulting services. Previously, Robert has also been registered with Citigroup Global Markets Inc. and Prudential Securities Incorporated.
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.
1
2
NJ
06/23/2023 - Present
Wells Fargo Advisors Financial Network, LLC (WYCKOFF NJ)
NJ
02/16/2007 - 06/23/2023
WELLS FARGO CLEARING SERVICES, LLC (PARAMUS NJ)
NJ
11/02/1999 - 02/26/2007
CITIGROUP GLOBAL MARKETS INC. (RIDGEWOOD NJ)
NY
11/20/1996 - 11/16/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
11/25/1987 - 06/21/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
08/18/1987 - 12/08/1987
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
IA
Issued 03/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/23/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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