Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bellamy is an investment advisor representative with Empower Advisory Group, LLC. Robert has been in the securities industry since 1999. Robert is a registered representative in all states and the District of Columbia. Robert is also a registered investment advisor representative in South Carolina. Robert has a variety of experience in the financial services industry, including working for TD Ameritrade, Inc. and Wells Fargo Clearing Services, LLC. Robert has a strong track record of providing investment advice and financial planning services to clients.
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.
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.
1
2
CO
12/15/2023 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
SC
07/20/2020 - 12/07/2023
WELLS FARGO CLEARING SERVICES, LLC (COLUMBIA SC)
SC
07/09/1999 - 04/28/2020
TD AMERITRADE, INC. (COLUMBIA SC)
CA
10/08/1998 - 04/06/1999
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
BOTH
Issued 06/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/03/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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