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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Louis Van erem is a financial advisor registered with Fidelity Personal And Workplace Advisors. Robert Louis Van erem has over 20 years of experience in the financial services industry. Robert Louis Van erem has been registered with Fidelity Personal And Workplace Advisors since September 3, 2021. Prior to that, Robert Louis Van erem was registered with BBVA SECURITIES INC., CAPITAL ONE INVESTING, LLC, CAPITAL ONE INVESTMENT SERVICES LLC, J.P. MORGAN SECURITIES LLC, U.S. BANCORP INVESTMENTS, INC., WELLS FARGO ADVISORS, LLC, WELLS FARGO INVESTMENTS, LLC, WM FINANCIAL SERVICES, INC., and EDWARD JONES. Robert Louis Van erem has passed the Series 63, Series 66, Series 7 and SIE exams. Robert Louis Van erem is currently registered in Texas, Hawaii, Iowa, Louisiana, Maryland, Michigan, North Carolina, Ohio, South Carolina and Washington. Robert Louis Van erem specializes in financial planning, portfolio management for individuals and businesses and selection of other advisors. Robert Louis Van erem offers educational seminars to clients. Robert Louis Van erem is part of a team of financial advisors at Fidelity Personal And Workplace Advisors.
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
TX
09/03/2021 - Present
Fidelity Personal AND Workplace Advisors (HOUSTON TX)
TX
08/14/2015 - 07/09/2021
BBVA SECURITIES INC. (KATY TX)
TX
01/02/2015 - 08/07/2015
CAPITAL ONE INVESTING, LLC (Houston TX)
TX
02/21/2014 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (HOUSTON TX)
TX
10/02/2012 - 02/12/2014
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
NM
09/13/2011 - 09/27/2012
U.S. BANCORP INVESTMENTS, INC. (ALBUQUERQUE NM)
NM
01/03/2011 - 10/05/2011
WELLS FARGO ADVISORS, LLC (RIO RANCHO NM)
NM
06/07/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SANTA FE NM)
WA
05/23/2007 - 06/08/2007
WM FINANCIAL SERVICES, INC. (AUBURN WA)
NM
09/08/2004 - 05/15/2007
WELLS FARGO INVESTMENTS, LLC (ALBUQUERQUE NM)
MO
08/21/2001 - 09/09/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 02/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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